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The yen-won cross rate has fallen to the 850 won level per 100 yen, the first time in that range since July 2024 and before that January 2008, while the yuan-won rate slipped to the 203 won area for its lowest reading since November last year, per Yonhap Infomax cross-rate screens on the 3rd. Won firmness against both the yen and the yuan compresses won-denominated valuations of Japanese and Chinese assets for domestic investors and erodes the relative price advantage Korean exporters hold against Japanese and Chinese competitors in autos, machinery, and petrochemicals. The confirming variable is whether this is broad won strength or yen and yuan weakness: track USD/KRW alongside USD/JPY and the offshore yuan, since a cross driven mainly by a soft yen keeps Bank of Japan policy and yen-carry unwind risk as the dominant swing factor for regional risk appetite.
As a Forex signal, watch whether it changes price action, volatility, or flows around KRW=X, JPY=X, CNH=X.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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