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荷兰国际:韩国三季度消费可能飙升
Sou Hu Cai Jing·2025-08-22 04:43

Core Viewpoint - The report indicates that South Korea's consumption is expected to surge in the third quarter due to government cash handouts and fiscal stimulus, although sluggish construction investment may hinder overall growth [1] Economic Growth Projections - The Bank of Korea is likely to revise its GDP growth forecast for 2025 from 0.8% to 1.0% and for 2026 from 1.6% to 1.7% [1] - Despite the improved economic growth outlook, South Korea's growth rate is still expected to remain below its potential [1] Monetary Policy Outlook - The report suggests that the Bank of Korea may ease monetary policy in October [1]