Can "sexless" Korea Beat the Demographic Cliff and Maintain Its Credit Rating?
Recently announced industrial output figures for June suggest that Korea may be able to trade its way towards higher growth rates. However, at the...
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Korea: Economy Rebounds, but Upside Will Be Limited
Economic activity higher: Industrial production expanded 4.3% y/y in June from a decline of 2.6% in May. Retail sales increased 4.1% y/y in May...
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Close Out the Shorts on Korean Construction Stocks?
The four major construction stocks in Korea Hyundai Engineering & Const, Hyundai Development Co Engg & Cnstn, Gs Engineering &...
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Korea: Mercantilist Gains from ToT and Won/Yen Create Ample Policy Space
The 12-month rolling sum of Korea's trade surplus soared to US$92bn (double what it was 18 months earlier), aided by a sharp oil-induced...
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Korea: Structural Decline Masked by Export Malaise
Korea’s export malaise worsens: Exports fell 12.8% y/y in the first 20 days of June, down from a 6.0% drop in the same period in May. This is the...
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