花旗:韩国最早可能于3月推出规模约10万亿韩元的刺激计划
Xin Lang Cai Jing·2026-01-22 04:45

Core Viewpoint - Citigroup reports that South Korea may introduce a new round of fiscal stimulus worth approximately 10 trillion won (about 6.8 billion USD) as early as March to address uneven economic growth, with potential support for cultural and artistic sectors [1] Group 1: Economic Context - South Korea's economy unexpectedly contracted in the fourth quarter of 2025 due to a comprehensive demand shrinkage, highlighting the challenges faced by policymakers [1] - The weakening of the Korean won and rising financial stability risks have constrained the policy space for stimulating economic growth [1] Group 2: Fiscal Policy Insights - The government is likely to utilize excess tax revenue to increase budget spending without issuing additional bonds [1] - Conflicting signals have emerged regarding the potential for new fiscal stimulus, with the head of the presidential policy office stating that there are currently no plans for an additional budget [1] - Conversely, President Yoon Suk-yeol indicated during a cabinet meeting that there may be opportunities for additional spending in the future and has requested the Minister of Culture to review budget needs in the cultural sector [1]

花旗:韩国最早可能于3月推出规模约10万亿韩元的刺激计划 - Reportify