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외환/환율 📈 긍정적 🔴 매우 중요

South Korean Won: Rate hikes and undervaluation support KRW – BNY

요약

BNY’s Geoff Yu highlights that the Bank of Korea’s 25bp hike to 3.00% and upgraded growth and inflation forecasts underline ongoing tightening risks. Robust exports and investment are supporting the economy, though stronger demand could fuel inflation and household debt.