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4th Mar 2024 10:47China+, Daily Monitor

  • Underlying growth in Korean exports was stronger in February, adjusted for working-day differences.
  • Surging demand for semiconductors drove exports higher, thanks to a sustained ICT upturn.
  • The BoK will start lowering rates only in Q3, owing to inflationary pressure and household-debt risks.

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Keywords for: 5 March 2024 China+ Monitor

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