The OECD diffusion index leads our global export index by about 6-9 months, and even if it is turning down into mid-2013, it suggests that better times are ahead for global export activity (upper chart). Indeed, we are now seeing…
Global Export and Manufacturing Growth Picking Up
Posted in Featured, Global Economy on January 11, 2013South Korea set to become increasingly export dependent due rapid population ageing
Posted in Asia, Demographics, Emerging Markets on October 15, 2012South Korea is still being touted as an emerging market, but this is increasingly becoming a misnomer. The country’s demographics are now increasingly negative and the South Korean society is in the throes of a long and painful economic and demographic transition towards an export dependent economy.
