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"Strongest Ever Tech Cycle"...Goldman Sachs Surprised by South Korea's AI Exports
Bull/Bear Index 45.4/100 →
global BULL 85/10 Maeil Business · 3h ago

"Strongest Ever Tech Cycle"...Goldman Sachs Surprised by South Korea's AI Exports

Goldman Sachs economists predict an "AI-led surplus exceeding 10% of GDP" for South Korea, which is also expected to implement a 0.5%p interest rate hike in the second half of this year. Following the AI boom, semiconductor exports from South Korea and Taiwan are surging, improving current accounts.

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