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Korea’s economic and geopolitical risks pose strategic quandary
- The South Korean economy is being buffeted by a combination of cyclical headwinds, structural defects, and a deteriorating strategic position. Tough choices await its leaders.
- The sluggish semiconductors market will weigh against manufacturing activity and exports. China’s reopening in trade and tourism is unlikely to compensate.
Financial stresses a potential drag on asian economic prospects
- Discussions with Malaysian stakeholders suggest that the key task for Malaysia’s long-run prospects is to rectify previous policy mistakes to unleash the potential for growth.
- The cyclical outlook remains broadly positive, with consumption showing resilience despite losing the one-off boosts from pension drawdowns and excess savings.