South Korea May Log Higher GDP Growth on Strong Chip Exports -- Market Talk

Dow Jones08:11

0011 GMT - South Korea's accelerating semiconductor export growth prompts Citigroup to raise its GDP growth forecasts for the country by 0.2 percentage point to 2.4% for 2026 and 2.0% for 2027. Citi economist Jin-Wook Kim expects South Korean chip exports to surge around 85% in 2026, following 2025's estimated 22% rise, driven by the global artificial-intelligence capex cycle. The country's current-account surplus should remain strong through 2026 on solid semiconductor exports and soft energy prices, he says. He maintains his forecast for the Bank of Korea to keep the policy rate unchanged at 2.50% for 2026-2027. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

February 01, 2026 19:11 ET (00:11 GMT)

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