
Korean CDS Premium Rebounds Amid Political Uncertainty and Rising U.S. Tariff Pressure (25.03.30)
created At: 3/31/2025

Sell
This analysis includes a sell recommendation. Please carefully review all mentioned risk before proceeding.
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Fact
Korea’s CDS premium rising (36.36bps as of Mar 27)
Constitutional Court impeachment ruling delayed to April
Citi and Nomura indicate sovereign credit risk rising
U.S. imposes 25% tariff on foreign automobiles from April 2
Foreign research firms lower Korea’s 2025 GDP forecasts
Foreign investors net-selling Korean government bonds
Opinion
Political uncertainties combined with external tariff pressures significantly raise Korea’s credit risk, negatively impacting investor sentiment and economic stability.
Core Sell Point
Rising CDS premiums amid political and tariff uncertainties increase downside risk to Korean assets.
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