ABOUT THE AUTHOR

Paul Cavey

Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He now lives in Taipei and runs East Asia Econ, a firm specializing in macro research on China, Japan, Korea and Taiwan. All the data and charts presented here can be viewed and downloaded at https://www.eastasiaecon.com/kr/#charts

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South Korea’s business sentiment nears crisis as growth headwinds mount

Even with political clarity and monetary easing, growth outlook remains capped by structural constraints

Paul CaveyMay 15, 2025

LATEST ANALYSIS

01Why South Korea cannot rebalance growth without stronger regional clusters
02Samsung, SK Hynix rejection exposes South Korea’s chip-grid financing problem
03Trump’s Cheongung social media post tests Seoul’s refusal to arm to Ukraine
04Lee Jae Myung risks public trust as South Korea rewires its justice system
05South Korea turns to Central Asia as Iran war tests its energy resilience
06Houthi seizure of Mokha sharpens South Korea’s Hormuz deployment dilemma
07Japan’s stronger yen may cut Korea’s import bill while raising funding costs
08South Korea leans on Europe as Hormuz deployment choices grow narrower
09Hanwha’s Austal bid shows where South Korea’s MASGA plan may be heading
10China’s Taiwan pressure may reveal more disciplined strategy toward South Korea

ABOUT THE AUTHOR

Paul Cavey

More articles by 'Paul Cavey'

South Korea’s business sentiment nears crisis as growth headwinds mount

LATEST ANALYSIS