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3rd Dec 2024 15:01China+Daily Monitor

  • Korea’s headline export growth eased in November, but work-day-adjusted data showed a bounce-back.
  • The rebound was driven by stronger ASEAN shipments; overall growth momentum is slowing.
  • We expect the BoK to ease by 75bp in 2025 to counteract the increasingly uncertain export outlook.

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Keywords for: 4 December 2024 China+ Monitor

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