Strategists expect the Korean won could rebound to pre–US–Iran war levels in Q2 driven by lower oil prices and renewed foreign inflows into Korean equities. If oil remains weak and inflows persist, the outlook implies upside for the won and potential portfolio inflows into Korean assets, but the call depends on continued commodity and flow dynamics.
Strategists expect the Korean won could rebound to pre–US–Iran war levels in Q2 driven by lower oil prices and renewed foreign inflows into Korean equities. If oil remains weak and inflows persist, the outlook implies upside for the won and potential portfolio inflows into Korean assets, but the call depends on continued commodity and flow dynamics.
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mildly positive
Sentiment Score
0.15
