Korea Capital Market Institute

Key Macroeconomic Issues for 2025 Maco-Financial Analysis Division / Mar. 04, 2025 This article examines key macroeconomic issues for 2025, primarily focusing on three factors: the trade policies of the first Trump administration and their implications; the potential recovery of private consumption; and the exchange rate conditions and outlook. First, during his first term, President Trump pursued aggressive trade policies to secure more favorable trade terms... Key Issues in the Capital Markets for 2025 Capital Markets Division / Mar. 04, 2025 In 2024, Korea’s capital markets underperformed global peers, weighed down by declines in stock indices, reduced trading volumes, and sluggish performance across key industries. In contrast, the bond market remained favorable for issuance, supported by a downward trend in interest rates. Entering 2025, the Korean stock market has rebounded from its downturn, while facing challe... Key Issues in the Securities Industry for 2025 Financial Services Industry Division / Mar. 04, 2025 In 2025, the securities industry is expected to face various environmental changes, including increased overseas stock investment, heightened market volatility, accelerated adoption of AI, value-up programs for listed companies, and financial and ESG policies of the second Trump administration. Accordingly, securities firms need to expand related products and wealth management ... Key Issues in the Asset Management Industry for 2025 Fund & Pension Division / Mar. 04, 2025 In 2024, the asset management market achieved solid growth of 12% year-on-year to KRW 1,802 trillion. What is especially encouraging in terms of broadening the investor base was that the growth centered on publicly offered funds, especially ETFs, that can be easily accessed by retail investors. Publicly offered overseas investment products saw remarkable growth, with those base... 2024 Macroeconomic Outlook Maco-Financial Analysis Division / Feb. 20, 2024 In 2024, the Fed is likely to cut its key interest rate by 100bp as the US economy is expected to land softly (2.5% in 2023 to 1.6% in 2024) and inflation is projected to move closer to the Fed's target level (4.1% to 2.3%) despite fears of a recession due to monetary tightening. The Bank of Korea is also expected to decrease its key rate by 50bp amid expectations that the Sout...