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2nd Dec 2021 00:00China+, Economic Monitor, Asia Key Issues

  • Korean exports beat expectations in November, though we think the data overstate performance.
  • Supply chains are still improving at the margins, even if U.S. ports remain congested.
  • The Omicron variant is a risk to this recovery, but will not derail it entirely.

asia china chinese demand easing em export exports factories global goods import it japan korean exports production remain supply supply chain trade u.s.

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Keywords for: Bottlenecks Continued to Ease on the Eve of Omicron

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