Intelligence Feed event · Macro · 2026-09-23

    ADB lifts South Korea’s 2026 growth forecast as OECD raises its projection

    Question

    ADB lifts South Korea’s 2026 growth forecast as OECD raises its projection

    Direct answer

    The stronger macro revisions are supportive for KOSPI and the won, and they reduce near-term pressure for aggressive BoK easing.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-23
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “ADB lifts South Korea’s 2026 growth forecast as OECD raises its projection”, revision 1, evidence through 2026-09-23. https://marketontology.com/market-events/2026-09-23/adb-lifts-south-korea-s-2026-growth-forecast-as-oecd-raises-its-projection-2418ac

    MACRO
    ADB lifts South Korea’s 2026 growth forecast as OECD raises its projection
    The stronger macro revisions are supportive for KOSPI and the won, and they reduce near-term pressure for aggressive BoK easing.
    KOSPIUSD/KRW3Y KTB
    Impact
    80
    SEP 23
    SIG
    KOSPIUSD/KRW3Y KTB
    ADB lifts South Korea’s 2026 growth forecast as OECD raises its projection
    The stronger macro revisions are supportive for KOSPI and the won, and they reduce near-term pressure for aggressive BoK easing.
    Impact
    The stronger macro revisions are supportive for KOSPI and the won, and they reduce near-term pressure for aggressive BoK easing.
    Affected
    KOSPIUSD/KRW3Y KTB
    Source facts

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    KOSPIhigher growth forecasts improve earnings expectations for domestic cyclicals and exportersUp1-5dADB raised Korea’s 2026 growth forecast to 3.2 percent and OECD lifted it to 3.7 percent
    USD/KRWstronger growth outlook supports the won versus the dollarDown1-5dinternational institutions raised Korea’s 2026 growth forecasts on the same day
    3Y KTBreduced easing urgency can push yields higher and prices lowerDown1-5dgrowth forecasts were revised up sharply by OECD and ADB

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    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

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    Sources

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