New Market Research Report: South Korea Shipping Report Q1 2014
We reiterate our cautious expectations towards South Korea's economic growth prospects, this time from a sectoral perspective. Korean semiconductor manufacturers will have to constantly innovate and invest in R&D in order to maintain its competitive edge and fend off competition from the Chinese or risk taking the route of the Japanese tech sector. Additionally, we highlight a possible stagnation in the Korean petrochemical industry and a reversal in the shipbuilding industry as additionally downside risks.
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