由于本币持续承压 韩国据悉将推迟兑现今年对美投资200亿美元的承诺

Core Viewpoint - South Korea will delay its commitment to invest up to $20 billion in the U.S. this year due to pressure on its currency, the won, and will wait for stabilization in the foreign exchange market before proceeding [1][4]. Group 1: Currency and Economic Conditions - The won has depreciated over 8% against the dollar since the second half of 2025, with policymakers' measures failing to prevent its decline to the weakest level since the global financial crisis [1][4]. - Capital outflows from both corporate and retail investors are contributing to the weakening of the won, although it is expected to stabilize eventually [1][4]. Group 2: Investment Commitments and Agreements - As part of a trade agreement, South Korea has committed to a total investment of $350 billion in the U.S., raising concerns about its ability to support such large-scale capital expenditures [1][4]. - The U.S. has agreed to allow South Korea to set an annual cap of $20 billion on dollar outflows and to adjust the timing flexibly if the foreign exchange market becomes unstable [3][6]. Group 3: Government Statements and Market Reactions - U.S. Treasury Secretary Scott Bessenet's recent comments provided some support for the won, but it is too early to assess their impact [3][6]. - Following Bessenet's remarks, the won experienced a brief rebound on January 14, but subsequently weakened again over the next two trading days [3][6]. - The South Korean Finance Ministry indicated that the $350 billion investment in the U.S. is "unlikely" to commence in the first half of 2026 [3][6].