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1st Jul 2024 18:22China+Daily Monitor

  • Korea’s June headline manufacturing PMI rose to its highest level since April 2022.
  • Exports continued to power ahead in June, thanks to semiconductor exports for AI applications.
  • Rising import costs boost our conviction that the BoK will delay its first policy rate cut until Q4. 

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Keywords for: 4 July 2024 China+ Monitor

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