韓国
韓国: デフレショックが迫る
韓国: デフレショックが迫る
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輸出縮小によるデフレショックが韓国経済全体に波及するでしょう。私たちはKOSPIをオーバーウェイトからニュートラルに格下げし、通貨ヘッジなしの10年物国内債券のロングポジションを再確認します。
アジアの貿易回復、テクノロジー分野以外で停滞
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このチャートブックでは、先進国（DM）および新興国（EM）の各国の国際収支を検討します。米国の状況は良くありませんが、他のいくつかの国も同様です。
アジアの輸出見通しは依然として暗い
アジアの輸出見通しは依然として暗い
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East Asian trade data has been disappointing. Preliminary February data for Japanese machine tool orders showed a slowdown to 3.5% y/y from 4.7% in January. Broader machinery orders were down 3.5% m/m in January. Taiwanese exports orders were up an abnormal…
East Asian trade data was mixed in December and January. Taiwanese export orders for December were stronger than expected, rebounding to 20.8% y/y from 3.3% in November. On the other hand, Korean exports for the first 20 days of January fell 5.1% y/y, after…
Please join Chief Geopolitical/US Political Strategist, Matt Gertken, with special guest, Rodger Baker, Executive Director of Stratfor Center for Applied Geopolitics for a Webcast, Tuesday, December 10 at 2:00 PM EST, (7:00 PM GST, 8:00 PM CET).
South Korea is undergoing political turmoil, with President Yoon attempting to declare martial law. The situation is fluid and can change quickly, but there are a few investment takeaways. As we pointed a few weeks back, BCA expects geopolitical tensions…
