https://www.cnbc.com/2026/06/03/-like-indonesia-indias-central-bank-may-hike-rates-to-defend-its-currency.html #India #Economy #CentralBank #RateHike

State Street says South Korea's May consumer inflation surpassing 3% at 3.1% year-on-year, with core inflation reaching 2.5%, has heightened expectations for a Bank of Korea rate hike in July as broader price pressures persist beyond energy costs.

Barclays maintains August rate hike as base case but sees July decision as close call, citing hawkish May Monetary Policy Board meeting and Governor Rhee's signal of minimal policy trade-offs, with terminal rate projected at 3.25% through May 2027
BSP governor says it is considering off-cycle rate hike

Macro hedge fund officials suggest South Korea's domestic demand may be most undervalued, citing robust travel surplus, foreign tourist influx, and strong Q1 growth of 1.7%, though potential rate hikes and recent retail stock surges warrant caution for investors.