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20th Nov 2023 19:50China+Daily Monitor

  • Korea’s 20-day exports continue to recover, but growth in shipment values slowed in November.
  • Intra-regional exports are falling, bar those to China; Vehicles exports remain the main upward driver.
  • We expect Korean exports to recover only gradually on a soft global outlook and uneven chip demand.

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Keywords for: 22 November 2023 China+ Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence