South Korea

BMI View: South Korea's current account surplus came in at US$2.1bn in December, a slight increase from the US$1.9bn recorded in November. Exports were strong, with goods exports just... 2011-02-02

Real estate stocks across the region have considerable room to fall further, in our view. Due to the property market dynamics in their respective countries, we expect Hong Kong property... 2011-01-31

BMI View: Unprecedented monetary and fiscal stimuli in response to the onset of the global financial crisis have spawned property bubbles across Asia. We believe current property prices... 2011-01-31

BMI View: South Korea's 2010 full-year real GDP growth figure came in at 6.1%, with seasonally-adjusted growth cooling for the third straight quarter in Q410. We expect real GDP growth... 2011-01-26

We expect the 2012 elections to be a tight contest between the ruling Grand National Party (GNP) and the main opposition Democratic Party (DP). Factionalism continues to plague both... 2011-01-07

South Korea's consumer price inflation (CPI) accelerated to 3.5% y-o-y in December from 3.3% in November, and we expect inflationary pressures to remain elevated in H111 amid rising... 2011-01-07

BMI View: North Korea's top priority in 2011 will be to ensure that the conditions are in place for a smooth transfer of power from Kim Jong Il to his son Kim Jong Un, which will... 2011-01-06

North Korea's artillery attack on the South Korean island of Yeonpyeong on November 23 was a major provocation, representing one of the worst such instances since the Korean War (1950-53).... 2010-11-26

BMI View: We believe that North Korea's attack on the South Korean island of Yeonpyeong was ordered by Kim Jong Il and his son rather than by overzealous commanders. However, as Kim's... 2010-11-24

With the South Korean parliament's approval of Kim Hwang-Sik's nomination on October 1, the Prime Minister post, vacant since Chung Un-Chan's resignation, has finally been filled. Although... 2010-10-29