Deutsche Bank South Korea Newletter

09.03.2017

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Economic / Political Update

  • Korea’s to suffer economic loss of KRW 17 trillion from THAAD row with China
  • Korea’s exports surge more than 20%, first in 5 years
  • Household income-spending balance hits record high…due to people’s belt-tightening

Financial / Industrial Sector

  • Samsung Engineering expected to gain boon from rising oil prices
  • Samsung Elec, SK Hynix to up 11%, 16% in capex spending this year

Economic & Financial Indicators