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30th Sep 2024 17:17China+Daily Monitor

  • Korean working-day-adjusted export growth remained robust in September, slowing only a little.
  • Semiconductor shipments drove over 60% of the headline export growth.
  • The BoK is likely to cut the policy rate this month, despite worries over rising household-debt risks.

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Keywords for: 2 October 2024 China+ Monitor

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