行业研究报告

UBS Economics-APAC Economic Perspectives _Korea Recalibrating macro proje...-107248951

2024-04宏观经济22 页

Global Research and Evidence Lab Korea: Recalibrating macro projections Extended export recovery cycle in Mar and 1Q24

报告摘要

Global Research and Evidence Lab Korea: Recalibrating macro projections Extended export recovery cycle in Mar and 1Q24

报告信息

文件全名
《UBS Economics-APAC Economic Perspectives _Korea Recalibrating macro proje...-107248951.pdf》
适合读者
投资人行业研究员
核心数据
  1. further accelerated to 10.9% y/y in Mar (vs. 9.8% in Feb). Year-to-20th Mar, total
  2. exports grew by 11.2%y/y vs. 5.7%y/y in 4Q23. Semiconductor export is a key driver
  3. behind the export recovery, its shipment jumped by 46%y/y in the first 20 days of Mar
  4. after 60.1%y/y growth in Jan-Feb. Non-tech exports also brought positive contribution
  5. We revise up full year GDP growth projection to 2.3%, against our previous projection of
核心议题
GDPCPI

常见问题

《UBS Economics-APAC Economic Perspectives _Korea Recalibrating macro proje...-107248951》主要包含哪些内容?

Global Research and Evidence Lab Korea: Recalibrating macro projections Extended export recovery cycle in Mar and 1Q24核心数据:further accelerated to 10.9% y/y in Mar (vs. 9.8% in Feb). Year-to-20th Mar, total;exports grew by 11.2%y/y vs. 5.7%y/y in 4Q23. Semiconductor export is a key driver;behind the export recovery, its shipment jumped by 46%y/y in the first 20 days of Mar。

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覆盖 2024 年,全文共 22 页。

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重点分析了GDP、CPI等议题。

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