# Won Wavers After ‘Blue Tsunami’; Foreign Investment Banks Say Current Account Surplus Is a Bulwark

> South Korea’s won weakened after the U.S. midterm elections and foreign investors sold domestic equities, despite overseas investment banks forecasting a large current-account surplus supported by strong semiconductor exports. Eight investment banks forecast this year’s surplus at an average 19.4% of GDP, while dividend repatriation by Samsung Electronics and SK Hynix could add to dollar demand late in the year.

- Date: 2026-11-07 · published 2026-11-07T18:09:16.754Z
- Category: macro · region South Korea · magnitude low
- Page: https://feedsoft.ai/events/86265-won-wavers-after-blue-tsunami-foreign-investment-banks-say-current-account
- Commodities: [Korean Won (KRW per USD)](https://feedsoft.ai/c/USDKRW.md)

## Why it matters

A sustained export-driven surplus could support won demand, while foreign equity outflows and dividend remittances increase demand for dollars. The immediate currency pressure is toward a higher USD/KRW rate, although strong semiconductor receipts could help limit the move.

## Read by commodity

- USDKRW: bullish ▲

## Sources

- ksureapi.einfomax.co.kr: https://ksureapi.einfomax.co.kr/v2/datafeed/ksure/fxview?id=20261107075001926

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.