Seoul City skyline
By Gustavo Medeiros, Ben Underhill
The Emerging View

South Korea in focus

Korea runs a current account surplus yet the won sits at a 13-year low. We unpack the engineered offshoring behind it, why the policy is now reversing, and why we think the setup for Korean equities looks the strongest since 2007.

Subscribe to our insights

Subscribe and get notified as soon as we publish our content

The latest insights from our categories

Weekly investor research

Global yields squeeze higher

Brent crude topped USD 110 after Iran's strike on a UAE nuclear plant. S&P upgraded Nigeria to 'B' (first since 2012) but cut Mexico's 'BBB+' outlook to negative. Russia launched its heaviest aerial strikes of the year on Ukraine.
Weekly investor research

The “no war, no peace, no oil” status lives on

Hormuz stalemate as the US rejects Iran's counterproposal. Bank Indonesia rolls out a stabilisation package, Modi calls for FX-preserving austerity, JPMorgan lifts its Kospi bull case to 10,000, and Fitch upgrades Argentina to 'B-'.

Latest Insights