00:00foreign institutional flows into korea are moving this week and the calendar is packed let's look
00:05at what's happening it's monday october 26th here's why global investors are paying attention
00:11to korea today korea's third quarter gdp flash estimate lands on october 27th the bank of korea
00:18forecasts 0.3 percent quarter on quarter back in august markets now expect something far higher
00:24with some economists pointing to the high zero percent range semiconductor exports have been the
00:30driver that gap matters for anyone allocating capital to korea here's what the numbers show
00:35sk hynex reports on october 28th and the expectations are striking third quarter revenue is projected at
00:4298 trillion one with operating profit at 77 trillion one a record samsung electronics follows on october
00:5029th with final results after posting provisional third quarter profit of 107.4 trillion one earlier
00:57this month sk hynex reports on october 28th and the expectations are striking third quarter revenue is
01:04projected at 98 trillion one with operating profit at 77 trillion one a record meanwhile the korean
01:11government's september industrial activity data arrives on october 30th august showed a triple
01:17decline across production retail sales and facility investment whether that rebounds will shape the
01:24domestic growth narrative across the pacific the fed holds rates at 3.75 to 4 percent this week
01:30according to most forecasts ahead of the november midterms fed chair kevin warsh's remarks on the
01:37economy and inflation will move the rate path the ecb and the bank of japan are also expected to hold
01:43u.s third quarter gdp flash projected near three percent annualized will test whether the ai
01:49investment cycle is still supporting growth so what does this mean for global investors weighing korea
01:55exposure this quarter watch the spread between gdp expectations and actual results a beat would
02:01strengthen the case for overweighting korean equities especially semiconductors a miss would raise
02:07questions about whether the export-led recovery has run its course earlier we said that korea's
02:13semiconductor cycle would decide the near-term flow story here's what that actually means for your
02:18positioning the sk hynix and samsung prints on october 28th and 29th will be the clearest signal
02:25currency hedging costs should also be reviewed as one volatility responds to both korean data and the fed
02:31decision what to watch the sk hynix and samsung prints on october 28th and 29th plus the q3 gdp flash
02:39on
02:39october 27th that's today's ai prism global investors this episode was produced with ai assistance based
02:47on seoul economic daily reporting ai prism is a wan ifra award-winning series we'll be back tomorrow
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