突然!货币战争,紧急出手!
Zhong Guo Ji Jin Bao·2025-12-14 16:41

Group 1 - The South Korean government is taking urgent measures to address the depreciation of the Korean won, which has recently reached its highest monthly average since the financial crisis, surpassing 1470 won per dollar [2][4] - An emergency meeting was convened by the Vice Prime Minister and Minister of Economy, along with other key financial and economic officials, to discuss the situation in the foreign exchange market and potential responses [2][3] - Concerns have been raised about the impact of the won's depreciation on inflation and consumer purchasing power, prompting calls for intervention from the Bank of Korea [3][4] Group 2 - The National Pension Service (NPS), South Korea's largest institutional investor, has a significant overseas asset portfolio of approximately $545 billion and has previously engaged in currency hedging to support the won [4][5] - The NPS has set a hedging limit of about 15% of its global assets and is currently executing a tactical hedging plan that allows for coverage of up to 5% of its overseas assets [5][6] - Analysts suggest that if the won approaches the psychologically significant level of 1500 won per dollar, the government may increase its intervention efforts to stabilize the currency [3][4]