迪拜股市跳水近5%，韩股两日猛跌20%，泰国股市重挫8%停牌

Market Overview - The Asia-Pacific stock markets experienced a collective decline, with the South Korean stock market triggering a circuit breaker and the Thai SET index plummeting by 8%, leading to a trading halt [1][2]. Index Performance - The Nikkei 225 index fell over 4%, dropping below 54,000 points, while the volatility index reached its highest level since August 2024 [3]. - The South Korean Composite Index saw a significant drop, with a two-day cumulative decline of 20%, erasing all gains from February [3]. Economic Impact - Citibank's report indicates that if oil prices remain above $82 per barrel this year, South Korea's GDP growth rate for 2026 could decrease by 0.45 percentage points. The report also forecasts a 0.6 percentage point increase in the Consumer Price Index (CPI) and a 2.25 percentage point decline in the current account balance [4]. Investment Strategy - Morgan Stanley's private banking equity strategist noted that the strong performance of the South Korean stock market this year has led to profit-taking, which is expected. The strategist views any pullback as a buying opportunity, provided the Iran conflict remains manageable [4].