CLSA Head of Korea Research on Valuations, Vaccines, Chip Shortage, Inflation

The video discusses Korea's economic rally due to its strong technology sector and COVID-19 management. However, the high valuation and lagging vaccine rollout pose potential risks. The chip shortage benefits Korean chipmakers, but market reactions are muted. Rising inflation and household debt are concerns, with potential rate hikes by the Bank of Korea as the economy recovers.

What role do semiconductor suppliers play in Korea's economic recovery?

What is the outlook for the Korean economy in the coming year?

What challenges does Korea face regarding inflation and household debt?