South Korean exports tank

One of those bellwether indicators for global demand:

I have been wondering how the North Asian electronics supply chain has been holding up. A few visits to my local Officeworks has shown shelves cleared of items for a home office build-out.

This may have provided some support for the global tech supply chain of which Korea is a crucial component via semi-conductors. 

This does not bode so well for that thesis though I will need to dig into the composition to be sure.

David Llewellyn-Smith
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