Nomura Securities recommends a pair trade of buying Korean and selling Taiwanese bonds, citing AI-driven export growth, valuation, and policy divergence, with South Korea's WGBI inclusion expected to boost demand.
#YonhapInfomax #NomuraSecurities #KoreanGovernmentBonds #PairTrading #AISupercycle #WGBIInclusion #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=94367
#YonhapInfomax #NomuraSecurities #KoreanGovernmentBonds #PairTrading #AISupercycle #WGBIInclusion #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=94367
'Buy Korean Bonds, Sell Taiwanese'—Bond Strategy for Next Year Tied to AI Supercycle
Nomura Securities recommends a pair trade of buying Korean and selling Taiwanese bonds, citing AI-driven export growth, valuation, and policy divergence, with South Korea's WGBI inclusion expected to boost demand.