Supply Chain Research

South Korean trade goes from strength-to-strength with exports having increased by 9% on a year earlier in December, making the 14th straight increase. That’s partly been the result of a weaker won, though a 65% surge in semiconductor shipments to China has been the major driver. A 35% drop in automotive exports and a 19% slide in appliances may be the first sign that manufacturers are concerned about the forthcoming trade actions from the Trump administration. South Korea’s trade with the U.S. has been going the “right” way ahead of the KORUS talks that start January 5. South Korea’s ex...