Japan And South Korea: Big Moves, Big Opportunity
Source: SeekingAlpha
2026-01-17 00:30:00 ET
By Padhraic Garvey, CFA , Regional Head of Research, Americas
We see Japan and Korea as the inverse to China on rates arbitrage
Last week, we published an analysis comparing Chinese and US rates, noting that current interest rate differentials tend to favour China relative to the US. It’s here . When we look at Japan and South Korea, however, the rate environment and currency backdrop are quite different, leading to a contrast with the China-US comparison....
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Japan And South Korea: Big Moves, Big Opportunity
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