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19.06.26 - 02:42
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MSCI Flags South Korea Market Hurdles Ahead of Key Review (Bloomberg)
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South Korea is yet to resolve several key obstacles facing foreign investors, MSCI Inc. said in its latest market accessibility review, a setback for global funds and the government hoping the country's reform drive could pave the way toward a future upgrade to developed-market status....
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08.06.26 - 03:42
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Goldman′s Moe on the Slump in South Korea Stocks (Bloomberg)
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Timothy Moe, Goldman Sachs chief APAC regional equity strategist, says he expects South Korean stocks to bounce back after the drop that triggered a circuit breaker. He speaks with with Haidi Stroud-Watts and Shery Ahn on Bloomberg. (Source: Bloomberg)...
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03.06.26 - 18:01
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Nikkei und Kospi feiern Rekordkurse ohne Ende ? Goldman setzt noch einen drauf (Ariva)
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Asiens Börsen jagen von Rekord zu Rekord. Goldman Sachs sieht für Korea und Taiwan weiter Potenzial. Doch die Rallye hängt stark an wenigen Chip-Giganten. Der Boom rund um künstliche Intelligenz treibt Asiens Börsen weiter an. In Japan und Taiwan stiegen die Leitindizes am Morgen auf neue Rekordstände. Der japanische Nikkei übersprang erstmals die Marke von 68.000 Punkten. Besonders gefragt waren erneut Chipwerte wie Tokyo Electron ......
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09.03.26 - 05:37
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Price Controls Arrive: South Korea, Taiwan Impose Fuel Price Cap (ZeroHedge)
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Price Controls Arrive: South Korea, Taiwan Impose Fuel Price Cap
It's a bloodbath across Asian markets this morning with Asia being the world's largest oil-importing region. Based on a Goldman analysis of the impact of higher oil on real GDP growth (chart below), China is the most insulated from supply-driven oil price increases compared to other emerging Asian economies, with $15/bbl higher crude oil prices leading to 0-0.1pp lower GDP growth and 0.1-0.2pp higher headline CPI inflation. This resilience is partly due to the country's economic structure and the potential for government intervention to dampen the pass-through of global price increases to consumers. Increased oil stockpiling last year - some estimates put China's strategic oil resere at 1.5 billion barrels - and very low inflation over the past few years also make China less vulnerable to rising energy prices.
Conversely, Singapore, followed by Taiwan and Korea, will bear the brunt of it with a -1.6% hit to GDP growth and thi...
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