Nomura's Kwon on U.S., South Korea Trade, Economy

The video discusses the Free Trade Agreement (FTA) between the US and Korea amidst political tensions, including the reopening of communication hotlines and delayed military drills. It examines the potential impacts of US trade policies on the South Korean economy, highlighting the limited effect due to South Korea's trade with China and the semiconductor industry. The video also explores the expected recovery in Chinese tourism to South Korea, which could boost the economy post-Winter Olympics.

What are the implications of the trade policy decisions made by the Trump administration for South Korea?

Discuss the significance of Chinese tourists returning to South Korea and its expected impact on the GDP.