韩元走弱“偏离基本面”！韩国央行行长誓言捍卫汇率稳定

Group 1 - The Bank of Korea Governor Lee Chang-yong stated that the recent depreciation of the Korean won does not reflect the true strength of the South Korean economy and vowed to oppose any investment decisions that may threaten the stability of the foreign exchange market [1] - Concerns over foreign capital outflows and additional U.S. investments as part of tariff negotiations are exacerbating pressure on the won, with the USD/KRW exchange rate recently exceeding 1400 [1] - The South Korean authorities have implemented measures to support the won, including tax incentives and easing foreign exchange controls to increase dollar liquidity domestically [3] Group 2 - The South Korean government announced a new tax incentive plan for repatriated investment accounts to encourage overseas investment capital to return to the domestic market, including a temporary tax exemption on capital gains from selling overseas stocks [4] - The government plans to support major brokerages in launching forward sales products for individual investors to manage foreign exchange risk better [4] - The Bank of Korea maintained the benchmark interest rate at 2.5% and slightly raised economic growth and inflation forecasts, indicating a stable inflation outlook for the new year, although a weaker won could increase inflationary pressures [4]