EZB8RISK / Market Briefing

South Korean shares extended their slide as elevated bond yields continued to weigh on equities, though the won firmed on a solid export outlook. The export engine keeps humming, w

South Korean shares extended their slide as elevated bond yields continued to weigh on equities, though the won firmed on a solid export outlook. The export engine keeps humming, with shipments expected to rise for a sixteenth straight month on steady AI chip demand, offering a counterweight to the rate-driven pressure on stocks. Geopolitical headlines remain a live backdrop, with North Korea criticizing US approval for a South Korean nuclear submarine and ongoing reports tying Pyongyang to Russia.

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