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South Korea Forms FX Task Force as BOK Board Member Urges Action on Sliding Won

Officials are preparing measures to tilt foreign-currency flows back toward the won.

Overview

  • The Finance Ministry is setting up a team in its International Finance Bureau to track exporters’ dollar holdings and conversion behavior and to consider incentives for bringing proceeds home.
  • Policy options under review include expanding tax breaks such as fully exempting dividends from overseas subsidiaries and offering favorable funding through KDB and the Export-Import Bank for firms converting dollars.
  • Financial authorities will intensify scrutiny of securities firms’ sales and marketing of overseas products to address leveraged retail investing that adds to dollar demand.
  • A four-party group of the Finance Ministry, the BOK, the NPS and the welfare ministry is drafting a framework to balance pension returns with FX stability, while the Health Ministry studies whether the NPS could issue dollar bonds that would require legal changes and entail interest costs.
  • BOK board member Kim Jong-hwa said authorities cannot sit idle as the high exchange rate risks inflation and pressures smaller exporters, with the won trading in the mid-1,400s per dollar near a 16-year low.