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Date: 2 August 2010
Author: Eunhye Yoon
Region: North East Asia
Categories: Economics
• We expect the Bank of Korea to hike rates again at its August meeting
• Upside surprises continued in June industrial production and July exports data
• Headline inflation was still stable in July thanks to low core inflation
• Continued recovery momentum supports our forecast of a back-to-back rate hike in August
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Date: 11 August 2009
Author: Danny Suwanapruti, Suktae Oh
Region: North East Asia
Categories: Economics
...BoK leaves the policy rate unchanged at 2.0% for the sixth consecutive...
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Date: 13 November 2009
Author: Brandon Loe, Brian Verlaan, Dan Smith, Danny Suwanapruti
Region: Europe, China, India, Africa, North East Asia, South East Asia
Categories: Fixed Income, Commodities, Foreign Exchange
...Bank of Korea (BoK) was surprisingly dovish at Thursday’s policy meeting • But BoK’s basic...
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Date: 4 December 2008
Author: Brandon Loe, Brian Verlaan, Danny Suwanapruti, Frances Cheung
Region: South East Asia, China, North East Asia
Categories: Fixed Income
...expected; Gross issuance for 2009 in line with our projections South Korea – BoK emergency meeting reveals that central bank will extend bond purchases and pay...
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Date: 3 December 2008
Author: Brandon Loe, Brian Verlaan, Danny Suwanapruti, Frances Cheung
Region: China, South East Asia, North East Asia
Categories: Fixed Income
...MGS market rally seen as overstretched and vulnerable to correction South Korea – BoK emergency meeting reveals that central bank will extend bond purchases and pay...
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Date: 26 July 2010
Author: Suktae Oh
Region: North East Asia
Categories: Economics
...GDP grew by 1.5% q/q in Q2-2010, beating BoK’s own estimate • Exports continued to shine, consumption was healthy; government spending...
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Date: 11 February 2010
Author: Suktae Oh
Region: North East Asia
Categories: Economics
...Bank of Korea (BoK) holds the base rate steady at 2.0% • We now expect the...
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Date: 10 November 2008
Author: Brandon Loe, Brian Verlaan, Danny Suwanapruti, Edward Lee Wee Kok
Region: India, China, South East Asia, North East Asia, Americas
Categories: Fixed Income
...KTBs bearish on Friday as some players disappointed by 25bps cut from BoK; focus on BoK accepting FDs as collateral for repos this week Soundbites...
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Date: 12 May 2009
Author: Brandon Loe, Danny Suwanapruti, Delphine Arrighi, Edward Lee Wee Kok
Region: China, Africa, South East Asia, North East Asia
Categories: Fixed Income
...auction today may see better demand beyond the 1Y SPN South Korea – BoK keeps policy unchanged at 2% as expected; we are cautious on MSB...
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Date: 13 March 2009
Author: Brandon Loe, Danny Suwanapruti, Edward Lee Wee Kok, Frances Cheung
Region: India, China, South East Asia, North East Asia
Categories: Fixed Income
...MGS remains an attractive and steadier option South Korea – We revise our BoK call and expect a 50bps cut in each of Q2- and Q3...