East Asia Econ

Korea – BOK still more worried about growth

Korea – headline CPI ticks up, but should now fade

Korea – finally, export perk up

Korea – a change, even if it's not fundamental

Korea – employment and exports still sluggish

Korea – core CPI lower in May

Korea – rates down again

Korea – business sentiment still weak, BOK still cutting

Region – at last, Korea bucks the trend

Korea – becoming....East Asian

Korea – structural labour market looseness

Korea – minutes show cuts ahead

Korea – activity weaker than inflation

Korea – business sentiment worsens again

Korea – BOK says "come back in May"

Korea – cycle worsening, rates to fall

Korea – employment sluggish even before the trade war

Korea – core inflation up again

Korea – sentiment drops again

Korea – BOK remains dovish

Korea – activity weak, property inflation re-accelerates

Korea – slowing exports, slowing inflation

Korea – BOK cuts, and hopes for fiscal

Korea – still in a cutting cycle

Public Post

Region – an illustration of Korea's export problems

This is a shorter thematic note than usual. In the longer piece last week, I didn't come up with a chart that nicely summarised Korea's export challenge. I think I have it now. While Korea is holding on in DM, it is losing market share just about everywhere else, being pushed out largely by China.