Morgan Stanley's Kathleen Oh signals a more optimistic outlook for South Korea's economy, citing a potential GDP growth revision to 2.1% for 2026, driven by a semiconductor export boom, and suggests the Bank of Korea could raise rates as early as Q1 next year if global conditions shift.
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[Morgan Stanley Interview] Kathleen Oh 'Considering Upward Revision of South Korea's Growth Rate… Rate Hike Possible as Early as Q1 Next Year'

Morgan Stanley's Kathleen Oh signals a more optimistic outlook for South Korea's economy, citing a potential GDP growth revision to 2.1% for 2026, driven by a semiconductor export boom, and suggests the Bank of Korea could raise rates as early as Q1 next year if global conditions shift.

Yonhap Infomax