Countries In-Depth

Korea: On The Front Lines Of The Global Cycle

30 Nov 2023

by Ziyuan Huang, Arthur Budaghyan, Chief EM/China Strategist

The recent increase in Korean exports will likely prove to be a mid-cycle rebound within a cyclical downtrend. Korea’s households and enterprises are among the most indebted globally, and their debt service ratio is among the highest in the world. Korea’s 10-year bond yields have peaked. We discuss opportunities in Korean stocks as well as in fixed income and currency markets.

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