Nomura's Kwon Sees S. Korea GDP Slowing in 2H

The video discusses South Korea's economic outlook, focusing on GDP growth driven by construction investment and the potential impact of government measures on the housing market. It highlights risks from North Korea and geopolitical tensions affecting tourism and consumer confidence. Changes in fiscal policy, such as wage increases and corporate tax adjustments, are examined, along with their implications for business investment. The video concludes with an analysis of sector-specific challenges, particularly in semiconductors and other industries facing weak demand and competitiveness issues.

What is the GDP growth rate that the Bank of Korea is targeting for 2017?

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How has the construction investment contributed to GDP growth in South Korea over the last year and a half?

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What are the expected impacts of North Korea risk on the South Korean economy?

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How has consumer confidence been affected by the North Korea risk according to the discussion?

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What changes in fiscal policy and tax have been implemented in South Korea recently?

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