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Citi projects the National Pension Service will sustain its FX hedging through H1 2025, absorbing $5 billion in monthly dollar demand and impacting South Korea’s currency and capital flows.
The USD/KRW exchange rate remains elevated amid diverging forecasts on a potential global dollar reversal in 2025, with major institutions split on whether dollar weakness will materialize as capital flows and US growth prospects continue to drive market direction.
For the first time, the amount of money pouring in and out of China in search of investment opportunities is exceeding the value of goods and services its trade engines generate. #ChinaEconomy #CapitalFlows #中国经济 #资本流动 via: Bloomberg
首次,流入和流出中国寻找投资机会的资金总额超过了其贸易引擎所产生的商品和服务价值。
South Korea will double its deposit insurance limit to 100 million won ($73,600) from September 1, with authorities reporting no significant capital shifts and pledging continued monitoring of deposit flows and interest rates.
Ridiculous Japanese Real Estate - Richard Werner and Tucker Carlson