South Korea export collapse end of tech build-out?

One of the reasons for the Nasdaq outperformance in recent weeks has been that its demand has held up versus wider business owing to the great decentralisation.

This was a once-off tech build-out as the entire world outfitted home offices. Just visit your local Officeworks to see it in action.

South Korean exports are a great leading indicator for global tech supply chains and had held up quite well through the first months of the global shock. No longer.

There are 725 words left in this subscriber-only article.

Start your free 14-day trial today!

Comments are hidden for Membership Subscribers only.