In the second half of 2025 (H2 2025), the South Korean economy faces stiff headwinds, with macroeconomic factors worsening amid deepening policy uncertainties fueled by geopolitical developments. Among external factors, expanding investment in IT infrastructure across the world is the sole bright spot. Domestically, supply capacity is set to grow slightly, primarily in advanced industries and prom...

Recent international issues, such as the US-China conflict and the Russia-Ukraine war, have heightened the need for Korean companies to ensure the stability of the automobile industry supply chain. Notably, ... to the United States. Conversely, the cessation of automobile production by Hyundai and Kia Motors in China has resulted in a sharp decline in Korea’s exports of automobile parts to China. Despite this, ...

... policies in major countries, the strengthening of ESG regulation related to supply chains, and changes in China’s economic structure. Given South Korea’s high dependence on the import of raw materials ... influencing Korea’s supply chain and estimate their impacts, specifically examining the effects of the US-China conflict, domestic industry policies of major trading partners, and China’s rising self-sufficiency ...