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Citibank revised its long-term won-dollar forecast from 1,400 to 1,250 won after September's trade surplus hit a record $49.9 billion on a semiconductor export surge. The bank expects the current account surplus to reach 22.2% of GDP over 2026-2028.
Analysts say U.S.-bound investment payments will be funded mainly from reserve returns and government-guaranteed bonds, limiting near-term market impact.
A forecast of sustained won strength lowers the local cost of imported feed for Korean buyers over the medium term, while the funding structure limits short-term dollar demand.
asiae.co.krKim YuriOct 5, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
