Spat With Japan Is Biggest Risk to South Korean Economy, Says ANZ’s Tan

The video discusses the major risks facing the South Korean economy, particularly Japan's export controls and their potential impact on Korea's semiconductor sector. It highlights the challenges of declining consumer confidence and rising household debt, which complicate monetary policy decisions. The video also addresses Korea's demographic issues, suggesting structural reforms to boost productivity. Additionally, it examines the pressures on the Korean won due to external economic factors, including US-China trade tensions.

What long-term solutions are suggested to address the demographic issues in South Korea?

What factors contribute to the pressure on the Korean won?