Latest data show Shenzhen exported lithium batteries to more than 200 countries and regions in the first three quarters, with export value above 80 bln yuan, up over 30% YoY. Portable energy storage devices make up a large share of shipments, supported by outdoor/camping and RV demand in Europe and the US and by household backup purchases in regions with unstable grids.

Nomura says the Bank of Korea’s unanimous October hold was expected and a November rate hike remains its base case. The BOK will likely raise its growth and inflation forecasts in November, but Nomura judges the bank’s policy guidance is more hawkish than its economic outlook. Limited interventions help explain the BOK’s cautious stance. Weak household income and consumption have left MPC members divided over inflation persistence and the need for further tightening. Nomura keeps a 3.50% terminal rate forecast and projects 25bp hikes in Nov 2026 and Feb 2027. Sluggish household purchasing power and a stronger won may cap inflation; November’s forecasts and the dot plot will test market support for a higher peak.

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