Spat With Japan Is Biggest Risk to South Korean Economy, Says ANZ’s Tan

The video discusses the major risks facing the South Korean economy, particularly Japan's export controls and their potential impact on Korea's semiconductor sector. It highlights the challenges of declining consumer confidence and rising household debt, which complicate monetary policy decisions. The video also addresses Korea's demographic issues, suggesting structural reforms to boost productivity. Additionally, it examines the pressures on the Korean won due to external economic factors, including US-China trade tensions.

What is the primary risk to the South Korean economy as discussed in the video?

• US-China trade tensions

• Japan's export controls

• Rising unemployment

• High inflation rates

How much could Korea's GDP be affected by a 10% fall in semiconductor production?

• 2.0%

• 1.0%

• 0.5%

• 0.1%

What is a major concern for the Bank of Korea when considering further rate cuts?

• Increasing inflation

• Currency devaluation

• High household debt

• Rising unemployment

What long-term issue is South Korea facing that requires structural reforms?

• Trade deficits

• Environmental challenges

• Demographic crunch

• Technological lag

What external factor is contributing to the pressure on the Korean won?

• US interest rate hikes

• Middle East tensions

• European economic slowdown

• Chinese yuan correlation