South Korean markets continue to digest a mixed picture, with exports on track for a sixteenth straight monthly rise on steady AI chip demand even as business sentiment edged lower
South Korean markets continue to digest a mixed picture, with exports on track for a sixteenth straight monthly rise on steady AI chip demand even as business sentiment edged lower in September. The won's strength remains a double-edged sword, supporting the currency while squeezing exporter margins, and overseas direct investment jumped notably in the second quarter. North Korea headlines and revived sanctions enforcement on offshore banks linger in the background, keeping geopolitical and regulatory risk on traders' radar.
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