韩国KOSPI指数 (KOSPI) 加自选

2025年5月，韩国的通货膨胀率降至1.9%，为五个月来的最低水平，低于2.1%的市场预期。此前，韩国央行决定在当前宽松周期中第四次降息，旨在缓解美国最近征收的关税对经济的影响。央行还表示，如果需要，它准备在未来三个月内进一步降息。在经历了数月的政治动荡和前总统尹锡悦因试图实施戒严令失败而被弹劾后，反对党领袖李在明将成为韩国下一任总统，这是另一个重大进展。按月计算，5月份消费者价格指数下降0.1%，与0.1%的增长预测相悖，为六个月来最低。

South Korea’s inflation rate eased to 1.9% in May 2025, the lowest level in five months and below market expectations of 2.1%. The decline follows the Bank of Korea’s decision to cut interest rates for a fourth time in the current easing cycle, aiming to cushion the economy from the impact of recently imposed US tariffs. The central bank also signaled its readiness to implement additional rate cuts over the next three months if needed. In a separate major development, opposition leader Lee Jae-myung is set to become South Korea’s next president, following months of political turmoil and the impeachment of former President Yoon Suk Yeol over his failed attempt to impose martial law. On a monthly basis, consumer prices dropped 0.1% in May, defying forecasts of a 0.1% increase and marking the weakest reading in six months.

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The South Korean won strengthened to above 1,375 per dollar on Monday, recovering losses from the previous session, supported by a softer greenback amid renewed trade tensions. The dollar weakened after President Donald Trump announced on Friday that the US will double tariffs on steel imports to 50% starting June 4. Meanwhile, China accused the US of breaching the trade truce agreed in May, pledging “strong and resolute measures.” Domestically, South Korea's manufacturing sector remained in contraction for the fourth consecutive month, adding to signs of a slowing economy. This follows the Bank of Korea’s reduction of its 2025 GDP growth forecast to a soft 0.8% from 1.5%, citing delayed domestic demand recovery and slowing outbound shipments due to US tariffs. The weak data and lower projections support expectations of further easing from the central bank. Meanwhile, investors now await key inflation data due Wednesday for further insights into the monetary policy outlook.

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The South Korean won strengthened to above 1,375 per dollar on Monday, recovering losses from the previous session, supported by a softer greenback amid renewed trade tensions. The dollar weakened after President Donald Trump announced on Friday that the US will double tariffs on steel imports to 50% starting June 4. Meanwhile, China accused the US of breaching the trade truce agreed in May, pledging “strong and resolute measures.” Domestically, South Korea's manufacturing sector remained in contraction for the fourth consecutive month, adding to signs of a slowing economy. This follows the Bank of Korea’s reduction of its 2025 GDP growth forecast to a soft 0.8% from 1.5%, citing delayed domestic demand recovery and slowing outbound shipments due to US tariffs. The weak data and lower projections support expectations of further easing from the central bank. Meanwhile, investors now await key inflation data due Wednesday for further insights into the monetary policy outlook.

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The benchmark KOSPI fell 0.2% to around 2,690 points in midday trading on Monday, extending losses from the previous session as markets continued to assess ongoing global trade tensions. Last week, President Donald Trump announced plans to double tariffs on steel imports to 50% starting June 4, while China accused the US of violating the May trade truce. Domestically, investors assessed a raft of economic data, with South Korea’s trade surplus rose to USD 6.94 billion in May 2025, the largest surplus since June 2024, as exports fell 1.3% while imports declined more sharply by 5.3%. Meanwhile, the manufacturing sector remained in contraction for the fourth straight month. In the corporate sector, notable losses were seen in automakers and financials, including KB Financial Group (-3.6%), Shinhan Financial Group (-4%), Kia Corporation (-1%), and Hyundai Motor (-8%). These were partially offset by gains in chipmakers such as Samsung Electronics (+0.8%) and SK Hynix (+1.2%).