Latest South Korea releases, policy documents, indicators and institution research. Research includes primary and explicitly related coverage.
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AI demand is making memory scarcer and more expensive, pushing the boom from data centres into consumer electronics. Apple’s launch tests whether strong pricing power can protect profits when the cost of building an iPhone rises. South Korea offers AI…
Nomura introduces a Chip Shortage Index (CSI) to track semiconductor supply-demand imbalances, which it identifies as a key driver of the AI-era business cycle. The index currently reads 103.8, indicating a severe shortage that is expected to sustain elevated…
Rate decisions dominate Asia's week: BSP is expected to hike 25bp due to strong September inflation, while Bank Indonesia holds at 5.75% and Bank of Korea holds at 3.0%. China's Q3 GDP is seen at 4.4% YoY, with retail sales and industrial production…
Scotiabank's weekly preview argues Canadian core inflation remains at or above the BoC's 2% target, with traditional core running near 3% m/m SAAR for four straight months and another firm print expected, supporting the view that policy is too loose. BoC…
MUFG expects the Philippine central bank to raise its policy rate 25bp to 5.25% on higher oil prices and Super El Niño risk, while the Bank of Korea is seen holding at 3.00% after back-to-back hikes. Bank Indonesia is widely expected to hold at 5.75%, though…
The dollar gave back gains made after a stronger-than-expected September US CPI, with the index falling from a year-to-date high of 102.95 toward 102.00. The 2-year Treasury yield jumped about 18bps to 4.95% post-CPI before retreating to near 4.70%. MUFG…
Westpac's October 2026 Outlook says markets have had little respite: bond yields have jumped, led by US 10-year benchmarks up 27bps above 5% and French bonds up 40bps, driven by real yields after the Fed's September hike. Westpac expects one more Fed hike,…
Asia's economy stays supported by a robust AI investment cycle, though momentum is moderating and benefits remain concentrated in semiconductors. Inflation is broadening across most of Asia, with core pressures firming in Taiwan, Singapore and the…
MAS sprang a surprise by leaving its exchange-rate policy stance unchanged in October, versus consensus for very slight tightening. MUFG reads the forward guidance as implying Singapore's central bank stays on hold, with the appreciating S$NEER band leaning…