Asia Economics Update Bank of Korea set for extended hold The Bank of Korea (BoK) left its main policy rate on hold at 0.50% today in a unanimous decision, and with signs that the latest virus outbreak is coming under control, further rate cuts seem unlikely... 15th January 2021 · 3 mins read
Asia Data Response Korea Trade (1st – 10th Jan.) Korean trade data suggest that strong export growth continued at the start of the year and reaffirm our view that exports will remain an important support to recoveries in Korea and across Asia. 11th January 2021 · 2 mins read
Asia Economics Update Korea: demographic “time bomb” to weigh on growth Korea’s population last year shrank for the first time in its history, underlining the seriousness of the demographic “time bomb” facing the country. The poor demographic outlook is the key reason why... 5th January 2021 · 5 mins read
Long Run Update Korea: demographic “time bomb” to weigh on growth Korea’s population last year shrank for the first time in its history, underlining the seriousness of the demographic “time bomb” facing the country. The poor demographic outlook is the key reason why... 5th January 2021 · 5 mins read
Asia Data Response Manufacturing PMIs, Korea Trade (Dec.) Manufacturing PMIs and Korean trade data suggest that regional industry and exports saw another sharp improvement at the end of the year. While some of this strength may fade in the coming quarters... 4th January 2021 · 2 mins read
Asia Data Response Korea Trade (1st – 20th Dec.) Korean exports remain remarkably strong, despite renewed waves of the virus at home and abroad, and we expect this to continue over the coming months. 21st December 2020 · 2 mins read
Asia Data Response Korea Trade (1st – 10th Dec.) Korean exports were buoyant in the first ten days of December, with no sign that renewed waves of the virus are weighing on external demand. We expect exports to remain strong in the coming months. 11th December 2020 · 2 mins read
Asia Data Response Korea Trade (Nov.) Korean export growth continued to gather momentum in November and is set to remain strong in the months ahead, buoyed by foreign demand for electronics. 1st December 2020 · 2 mins read
Asia Data Response Manufacturing PMIs (Nov.) PMI readings for Asia suggest that manufacturing conditions improved significantly in November. Buoyant global demand for electronics should continue to support the sector over the coming months. 1st December 2020 · 2 mins read
Asia Economics Update Bank of Korea set for extended hold The Bank of Korea (BoK) left its main policy rate on hold at 0.50% in a unanimous decision, and with the economy set to rebound further in spite of a growing third wave of the coronavirus, further... 26th November 2020 · 3 mins read
Asia Data Response Korea Trade (1st – 20th Nov.) Buoyant foreign demand for electronics drove strong export growth over the first 20 days of November and this should remain the case over the coming months. 23rd November 2020 · 2 mins read
Asia Data Response Korea Trade (1st – 10th Nov.) Korean exports remained buoyant in the first ten days of November and there are few signs that large second waves of the virus are weighing on demand for Korean exports. We expected continued strong... 11th November 2020 · 2 mins read
Asia Data Response Korea Trade (Oct.) Korean export values picked up to above pre-crisis levels in October and grew in working-day adjusted y/y terms for the first time since late-2018. While large second waves of the virus across the... 2nd November 2020 · 2 mins read
Asia Data Response Korea GDP (Q3, provisional) Korean GDP rebounded last quarter as exports bounced back strongly, and with the economic impact of the “second wave” fading and exports picking up further, the recovery is set to continue over the... 27th October 2020 · 2 mins read
Asia Data Response Korea Trade (1st – 20th Oct.) Strong export growth in the first 20 days of October was driven by buoyant foreign demand for electronics, and exports now look likely to provide a boost to y/y growth this quarter. 21st October 2020 · 2 mins read
Asia Economics Update Bank of Korea holds, more yield control policies likely The Bank of Korea (BoK) left its main policy rate on hold at 0.50% today and, with the economic recovery holding up relatively well, further rate cuts seem unlikely. Instead the focus of the BoK is... 14th October 2020 · 3 mins read
