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 factors are contributing to the recovery of the Korean economy?

How has fiscal stimulus been discussed in relation to long-term growth in Korea?

What impact did the cash provided in the second quarter have on retail sales?

What are the expectations for auto sales growth in Korea?

What are the anticipated effects of inflation on housing markets in Korea and China?