South Korea’s exports surged 71% in June, the strongest growth in nearly five decades, driven by a near 200% jump in semiconductor shipments as global AI investment accelerates. Brian Arcese, a portfolio manager at Foord Asset Management, shares his insights into South Korea’s growth outlook, policy risks, and where opportunities still exist in the market.

Image Credit: Shutterstock

South Korea’s exports surged 71% in June, the strongest growth in nearly five decades, driven by a near 200% jump in semiconductor shipments as global AI investment accelerates. Brian Arcese, a portfolio manager at Foord Asset Management, shares his insights into South Korea’s growth outlook, policy risks, and where opportunities still exist in the market. Image Credit: Shutterstock

Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Opinion and analysis of today&rsquo;s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.