Dec 7, 2010
| Last Updated
- Exports, industrial production and investment will revive by Q2 2011 due to improved U.S. consumption and global demand for South Korea’s competitive consumer and business electronics.
- Markets, sovereign ratings and debt inflows will continue to price in high-alert status or military action on the peninsula.
- The central bank will need to hike rates in H1 2011 to stay on the curve and curb inflation; further capital controls on banks and the debt market will address external-sector risks but not currency appreciation and volatility.
Growth Dynamics: The Fragile Pillars of Domestic[...]
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