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.