Bank of America strategist Claudio Piron said the South Korean won has weakened alongside AI-related stocks, but South Korea’s current-account surplus supports the currency. He forecasts USD/KRW at 1,330 by year-end and 1,300 in the next quarter, implying further won appreciation.
A stronger won could lower the local-currency cost of imported feed ingredients for South Korean buyers. The expected currency move may ease import costs, although the article gives no direct change to agricultural supply or demand.
Not 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.