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23rd Sep 2024 11:02China+Daily Monitor

  • The sharp slowdown in unadjusted 20-day Korean export data masks the underlying strength.
  • China’s slowing growth and heightened geopolitics remain key risks to Korea’s export recovery.
  • We reiterate our call for an October BoK rate cut, or maybe November if financial stability worries persist.

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Keywords for: 24 September 2024 China+ Monitor

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