South Korea to Benefit From Any U.S.-China Truce: StanChart's Park

The video discusses the impact of the US-China trade truce on South Korea, highlighting the limited but positive effects on South Korean exports. It examines the trade war's role in the decline of exports, particularly in the semiconductor sector, and the potential for recovery. The discussion also covers US restrictions on Huawei and their implications for South Korean companies like SK Hynix and Samsung. The video concludes with an analysis of the semiconductor market's future, noting that recovery may take longer than expected due to global demand shrinkage and increasing inventory levels.

What is the expected timeline for the bottoming out of the semiconductor sector?

What indicators suggest a potential recovery in the semiconductor market?