Bank of Korea Easing Cycle Is Over: Deutsche Bank’s Lee

The video discusses the Korean economy's recovery momentum without additional central bank support, highlighting the end of the easing cycle and a shift towards long-term growth strategies. It examines the strong rebound in retail and auto sales, despite expected contractions due to export growth. The discussion also covers inflation concerns in Korea and China, potential policy shifts, and anticipated rate hikes in Asia, with China likely leading the way.

What is the focus of Korea's long-term growth strategy as mentioned in the video?

• Short-term fiscal policies

• Central bank easing

• Emergency measures

• The New Deal

What is expected to improve in Korea's economy by the third quarter?

• Export growth

• Central bank support

• Housing market

• Retail sales

Which two countries are facing inflation issues according to the video?

• Japan and China

• India and Japan

• Korea and India

• Korea and China

Which country is likely to initiate rate hikes first?

• Korea

• India

• China

• Japan

What is the anticipated timing of rate hikes in Asia compared to the Fed or ECB?

• Earlier than the Fed or ECB

• No rate hikes expected

• At the same time as the Fed or ECB

• Later than the Fed or ECB