{"id":46245,"date":"2026-05-06T00:24:16","date_gmt":"2026-05-06T00:24:16","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/ocbc-%ec%a0%84%eb%9e%b5%ea%b0%80%eb%93%a4-%ec%a4%91%eb%8f%99-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%eb%a1%9c-%ec%9c%a0%ea%b0%80%ea%b0%80-%ec%83%81%ec%8a%b9%ed%95%98%eb%a9%b4%ec%84%9c-%ec%8b%9c\/"},"modified":"2026-05-06T00:24:16","modified_gmt":"2026-05-06T00:24:16","slug":"ocbc-%ec%a0%84%eb%9e%b5%ea%b0%80%eb%93%a4-%ec%a4%91%eb%8f%99-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%eb%a1%9c-%ec%9c%a0%ea%b0%80%ea%b0%80-%ec%83%81%ec%8a%b9%ed%95%98%eb%a9%b4%ec%84%9c-%ec%8b%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/ocbc-%ec%a0%84%eb%9e%b5%ea%b0%80%eb%93%a4-%ec%a4%91%eb%8f%99-%ea%b8%b4%ec%9e%a5-%ea%b3%a0%ec%a1%b0%eb%a1%9c-%ec%9c%a0%ea%b0%80%ea%b0%80-%ec%83%81%ec%8a%b9%ed%95%98%eb%a9%b4%ec%84%9c-%ec%8b%9c\/","title":{"rendered":"OCBC \uc804\ub7b5\uac00\ub4e4 \u201c\uc911\ub3d9 \uae34\uc7a5 \uace0\uc870\ub85c \uc720\uac00\uac00 \uc0c1\uc2b9\ud558\uba74\uc11c \uc2dc\uc7a5\uc774 \ud754\ub4e4\ub824 \uc544\uc2dc\uc544 \ud1b5\ud654 \uc57d\uc138\u201d"},"content":{"rendered":"

\uc911\ub3d9 \uc9c0\uc5ed \uae34\uc7a5\uc774 \uc7ac\uc810\ud654\ub418\uba74\uc11c \uad6d\uc81c\uc720\uac00\uac00 \uc0c1\uc2b9\ud588\uace0, \uc774\uc5d0 \ub530\ub77c \uc544\uc2dc\uc544 \ud1b5\ud654 \uac00\uce58\uac00 \uc57d\uc138\ub97c \ubcf4\uc600\ub2e4. \uc774\ub780\uc774 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8(UAE)\ub97c \ud5a5\ud574 \ubbf8\uc0ac\uc77c\uacfc \ub4dc\ub860(\ubb34\uc778\uae30) \uacf5\uaca9\uc744 \ud588\ub2e4\ub294 \ubcf4\ub3c4\uc640, \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc778\uadfc\uc5d0\uc11c\uc758 \uc0ac\uac74\ub4e4\uc774 \uc804\ud574\uc9c0\uba70 \ud734\uc804(\uc77c\uc2dc\uc801 \uc804\ud22c \uc911\ub2e8)\uc774 \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ub420\uc9c0\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \ucee4\uc84c\ub2e4.<\/p>\n

\uc720\uac00 \uc0c1\uc2b9\uc740 \uc5d0\ub108\uc9c0 \uc218\uc785 \ube44\uc6a9\uc744 \ub298\ub824(\uc6d0\uc720\ub97c \ud574\uc678\uc5d0\uc11c \ub4e4\uc5ec\uc624\ub294 \ube44\uc6a9 \uc99d\uac00) \uc5ed\ub0b4 \ubb3c\uac00 \uc0c1\uc2b9(\uc778\ud50c\ub808\uc774\uc158) \uc704\ud5d8\uc744 \ud0a4\uc6b8 \uc218 \uc788\ub2e4. \uc774\ubc88 \uc6c0\uc9c1\uc784\uc740 \ub2ec\ub7ec \uac15\uc138, \ubbf8\uad6d \uad6d\ucc44 \uae08\ub9ac(\ubbf8 \uad6d\ucc44 \uc218\uc775\ub960) \uc0c1\uc2b9, \uc704\ud5d8\uc790\uc0b0 \uc120\ud638 \uc57d\ud654(\ud22c\uc790\uc790\ub4e4\uc774 \uc8fc\uc2dd\u00b7\uc2e0\ud765\uad6d \uc790\uc0b0\uc744 \uaebc\ub9ac\ub294 \ubd84\uc704\uae30)\uc640\ub3c4 \uacb9\uce58\uba70 \uc544\uc2dc\uc544 \ud658\uc728\uc5d0 \ubd80\ub2f4\uc744 \uc92c\ub2e4.<\/p>\n

Oil Shock And Asian Fx Pressure<\/h3>\n

\ud544\ub9ac\ud540 \ud398\uc18c(PHP), \uc778\ub3c4 \ub8e8\ud53c(INR), \ud0dc\uad6d \ubc14\ud2b8(THB)\ub294 \uc720\uac00 \uc6c0\uc9c1\uc784\uc5d0 \ub354 \ucde8\uc57d\ud55c \ud1b5\ud654\ub85c \uc9c0\ubaa9\ub410\ub2e4. \uc2f1\uac00\ud3ec\ub974\ub2ec\ub7ec(SGD)\ub294 \ub2e4\ub978 \ud1b5\ud654\ubcf4\ub2e4 \uc0c1\ub300\uc801\uc73c\ub85c \ubc84\ud2f0\ub294 \ubaa8\uc2b5\uc774\uc9c0\ub9cc, \uc720\uac00 \uc7ac\uc0c1\uc2b9\uacfc \ub2ec\ub7ec \uac15\uc138\uc758 \uc555\ub825\uc5d0\uc11c\ub294 \uc790\uc720\ub86d\uc9c0 \uc54a\ub2e4\ub294 \ud3c9\uac00\ub2e4.<\/p>\n

\ubcf4\uace0\uc11c\ub294 4\uc6d4 \ub9d0~5\uc6d4 \ucd08 \uc544\uc2dc\uc544 \uc678\ud658\uc2dc\uc7a5(Asian FX\u00b7\uc544\uc2dc\uc544 \ud1b5\ud654) \uac1c\uc120 \ud750\ub984\uc774 \uc624\ub798\uac00\uc9c0 \ubabb\ud588\ub2e4\uace0 \uc9c4\ub2e8\ud588\ub2e4.<\/p>\n

\ud604\uc7ac \uac00\uc7a5 \uc911\uc694\ud55c \ubcc0\uc218\ub294 \uc720\uac00 \uae09\ub4f1\uc774\ub2e4. \ubd81\ud574\uc0b0 \ube0c\ub80c\ud2b8\uc720(\uad6d\uc81c \uc6d0\uc720 \uac00\uaca9\uc758 \ub300\ud45c \uc9c0\ud45c)\uac00 \uc774\ubc88 \uc8fc \ubc30\ub7f4\ub2f9 98\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4 \uc5d0\ub108\uc9c0 \uacf5\uae09\uc758 \ud575\uc2ec \ud1b5\ub85c(\uc6d0\uc720 \uc6b4\uc1a1\uc758 \uc694\ucda9\uc9c0)\uc778 \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc8fc\ubcc0\uc5d0\uc11c\uc758 \ucda9\ub3cc \uc7ac\ubc1c \ubcf4\ub3c4\uc5d0 \ub530\ub978 \uc9c1\uc811\uc801 \uacb0\uacfc\ub85c \ud574\uc11d\ub41c\ub2e4. \uc2dc\uc7a5 \ubd88\uc548\uc774 \ucee4\uc9c0\uba70 \ub2e8\uae30 \uac70\ub798(\ub2e8\uae30 \ub9e4\ub9e4) \ubc29\ud5a5\ub3c4 \uc774\uc5d0 \uc88c\uc6b0\ub418\uace0 \uc788\ub2e4.<\/p>\n

\uc5d0\ub108\uc9c0 \uc218\uc785 \uc758\uc874\ub3c4\uac00 \ub192\uc740 \uc544\uc2dc\uc544 \uacbd\uc81c\uc5d0\ub294 \uc775\uc219\ud558\uc9c0\ub9cc \ubd80\uc815\uc801\uc778 \ud658\uacbd\uc774\ub2e4. \ub2ec\ub7ec \uac15\uc138, \uc704\ud5d8\uc790\uc0b0 \uc120\ud638 \uc704\ucd95, \ubb3c\uac00 \ubd88\uc548\uc774 \ub3d9\uc2dc\uc5d0 \ub098\ud0c0\ub098\uace0 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc778\ub3c4\uc758 \ucd5c\uadfc \uc18c\ube44\uc790\ubb3c\uac00 \uc0c1\uc2b9\ub960\uc774 4.8%\uc600\ub294\ub370, \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \ub354 \uc624\ub974\uba74 6% \uc218\uc900\uc73c\ub85c \ub2e4\uc2dc \uc62c\ub77c\uac08 \uc218 \uc788\uc5b4 \uc911\uc559\uc740\ud589(\uae30\uc900\uae08\ub9ac\ub97c \uacb0\uc815\ud558\ub294 \uae30\uad00)\uc774 \ub300\uc751\uc5d0 \ub098\uc124 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c4\ub2e4.<\/p>\n

Trade Focus And Risk Positioning<\/h3>\n

\uc774\ub7f0 \ubd80\ub2f4 \uc694\uc778\ub4e4\uc744 \uace0\ub824\ud558\uba74 \uc720\uac00\uc5d0 \ubbfc\uac10\ud55c \ud1b5\ud654\uc778 \ud544\ub9ac\ud540 \ud398\uc18c, \uc778\ub3c4 \ub8e8\ud53c, \ud0dc\uad6d \ubc14\ud2b8\uc5d0 \uc8fc\ubaa9\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \ub2ec\ub7ec\/\ud398\uc18c(USD\/PHP) \ud658\uc728\uc740 \uc774\ubbf8 59.00 \uc218\uc900\uc744 \uc2dc\ud5d8\ud558\uace0 \uc788\uc73c\uba70, \ucd94\uac00 \uc57d\uc138\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5\uc73c\ub85c \ub2ec\ub7ec\/\ub8e8\ud53c(USD\/INR) \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \ub2ec\ub7ec\ub97c \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub3c4 \ub9e4\ub825\uc801\uc774\ub77c\ub294 \uc2dc\uac01\uc774 \uc81c\uc2dc\ub410\ub2e4. \uc720\uac00\uac00 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\ub294 \ud55c \uc774\ub4e4 \ud1b5\ud654\ub294 \uc555\ubc15\uc744 \ubc1b\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n

\ubc18\uba74 \uc2f1\uac00\ud3ec\ub974\ub2ec\ub7ec\ub294 \ub2ec\ub7ec\/\uc2f1\uac00\ud3ec\ub974\ub2ec\ub7ec(USD\/SGD)\uac00 1.355 \ubd80\uadfc\uc5d0\uc11c \ube44\uad50\uc801 \uc548\uc815\uc801\uc73c\ub85c \uc6c0\uc9c1\uc774\uba70 \uc0c1\ub300\uc801 \uac15\uc138\ub97c \ubcf4\uc774\uace0 \uc788\ub2e4. \ud0c4\ud0c4\ud55c \uae30\ucd08 \uc5ec\uac74(\uacbd\uc81c \uccb4\ub825\u00b7\ub300\uc678 \uac74\uc804\uc131 \ub4f1)\uc740 \uc5ed\ub0b4 \uc57d\uc138\uc5d0 \ub300\ud55c \ud5e4\uc9c0(\uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uc218\ub2e8)\ub85c \ud65c\uc6a9\ub420 \uc218 \uc788\ub2e4. \uc774\ub7f0 \uc0c1\ub300\uc801 \uac15\uc138\ub294 \uacf5\uaca9\uc801\uc778 \ub9e4\ub3c4(\uc20f \ud3ec\uc9c0\uc158\u00b7\ud558\ub77d\uc5d0 \ubca0\ud305) \ub300\uc0c1\uc73c\ub85c\ub294 \ub35c \ub9e4\ub825\uc801\uc774\uc9c0\ub9cc, \uc5ed\ub0b4 \ud750\ub984\uc744 \uac00\ub2a0\ud558\ub294 \uae30\uc900\uc73c\ub85c\ub294 \uc720\uc6a9\ud558\ub2e4\ub294 \ud3c9\uac00\ub2e4.<\/p>\n

\ub610 \uc774\ubc88 \uae09\ubcc0\uc740 2024\ub144 \ub9d0\uc5d0 \ubd24\ub358 \ub192\uc740 \ubcc0\ub3d9\uc131\uc744 \ub5a0\uc62c\ub9ac\uac8c \ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc678\ud658 \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc2dc\uc7a5 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc55e\uc73c\ub85c\uc758 \ubcc0\ub3d9\uc131 \uc608\uc0c1\uce58\u2019)\uc774 \ud5a5\ud6c4 \uc218\uc8fc \ub0b4 \uc0c1\uc2b9\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc635\uc158 \uac00\uaca9(\ud504\ub9ac\ubbf8\uc5c4\u00b7\uc635\uc158\uc5d0 \ubd99\ub294 \uac12)\uc744 \uba74\ubc00\ud788 \ubcfc \ud544\uc694\uac00 \uc788\uc73c\uba70, \ud658\uc728 \ubcc0\ub3d9\uc774 \uc774\uc5b4\uc9c8 \ub54c \uc218\uc775\uc744 \ub178\ub9ac\ub294 \ud3ec\uc9c0\uc158(\ubc29\ud5a5\uc131 \ud22c\uc790)\uc774 \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \uc2dc\uc7a5 \ud750\ub984\uc774 \ubd84\uba85\ud788 \ubc14\ub010 \ub9cc\ud07c \uc548\uc2ec\ud560 \uad6d\uba74\uc740 \uc544\ub2c8\ub77c\ub294 \uacbd\uace0\ub3c4 \ub098\uc654\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\uc911\ub3d9 \uae34\uc7a5 \uc7ac\uc810\ud654\uc5d0 \ube0c\ub80c\ud2b8\uc720 98\ub2ec\ub7ec \ub3cc\ud30c\u2026\ub2ec\ub7ec \uac15\uc138\u00b7\ubbf8 \uae08\ub9ac \uc0c1\uc2b9\uae4c\uc9c0 \uacb9\uce58\uba70 \uc544\uc2dc\uc544 FX \ud754\ub4e4. \ud398\uc18c\u00b7\ub8e8\ud53c\u00b7\ubc14\ud2b8 \ucde8\uc57d, \uc2f1\uac00\ud3ec\ub974\ub2ec\ub7ec\ub294 \ubc84\ud2f0\uc9c0\ub9cc \ubcc0\ub3d9\uc131 \ud655\ub300 \uacbd\uacc4.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-46245","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46245","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=46245"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46245\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46245"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46245"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}