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At a National Assembly forum on 18th, the Citizens' Coalition for Economic Justice, joined by lawmakers Cha Kyu-keun, Yoon Jong-oh, Kim Nam-keun, Lee Yong-sun, Han Chang-min and Hwang Un-ha, argued that stabilizing the mid- to low-priced non-apartment rental market should take precedence over the government's plan to promote corporate-run rental housing, which it says raises housing costs. Jo Jung-heun, head of the group's land and housing committee, said Seoul's market is split between high-priced apartments and mid- to low-priced non-apartments and must be assessed separately, as jeonse supply tightens and conversion to monthly rent accelerates. Faster monthly-rent conversion feeds directly into the housing component of Korean CPI, a channel that matters for Bank of Korea rate expectations, KRW rates, and construction and homebuilder equities; the watch item is whether the government softens or proceeds with the corporate rental incentive package.
As a Macro signal, watch whether it changes price action, volatility, or flows around KOSPI.
Original Source: 연합인포맥스
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