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After sliding to the 1,330 won level, USD/KRW has rebounded to the 1,380s in roughly two weeks, and the composition of flows in the Seoul FX market is shifting with it. Abundant dollar supply from the current account surplus and exporter hedge selling had been absorbing dollar demand from foreign equity outflows and retail overseas investing; now buying tied to brokerage cover, custody and settlement needs is taking the upper hand, which keeps upside pressure on the won pair and raises FX-hedging costs for Korean risk assets. The confirmation to watch is whether exporter selling re-emerges at higher levels and whether foreign selling of KOSPI names slows, since persistent settlement-driven demand would leave the won vulnerable even without a fresh dollar-strength impulse.
As a Forex signal, watch whether it changes price action, volatility, or flows around KRW=X, KOSPI.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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