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1st Feb 2024 20:33China+, Weekly Monitor

  • Korean export grow th remains resilient on a WDA basis, driven by surging microchip exports.
  • Shipments to the US are still seeing strong growth, while Chinese demand is recovering.
  • The recovery in Korean exports is expected to continue and hinges on the semiconductor upturn.

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Keywords for: 5 February 2024 China+ Monitor

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