KRW: Tech cycle and NPS hedging shift back bullish case – MUFG
MUFG’s Senior Currency Analyst Michael Wan argues that KRW could outperform in a de-escalation scenario despite vulnerability to prolonged conflict and higher Oil prices. The bank expects the strong AI and technology cycle to continue supporting South Korea.
MUFG’s Senior Currency Analyst Michael Wan argues that KRW could outperform in a de-escalation scenario despite vulnerability to prolonged conflict and higher Oil prices. The bank expects the strong AI and technology cycle to continue supporting South Korea.
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