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Monthly Economic Trends KDI Monthly Economic Trends 2026. 3 March 12, 2026

Monthly Economic Trends

Monthly published report on the analysis and forecast of the Korean economy based on domestic and foreign macroeconomic statistics.

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KDI Monthly Economic Trends 2026. 3
March. 12. 2026
Summary
The Korean economy continues to see strong semiconductor momentum and a recovery in consumption, but production growth remains modest amid the downturn in construction.
     
  Export values remain on a favorable trajectory, led by ICT products, but this has yet to translate into higher production volumes.
 
  - Despite weakness in other export categories, the sharp rise in semiconductor export values continues to support overall export growth.
     
  - Semiconductor prices have surged amid strong demand while supply remains constrained.
   
  - By contrast, manufacturing production excluding semiconductors continues to show only modest growth.
     
  Services production shows solid momentum on the back of improving consumption, while weakness in construction investment appears increasingly prolonged.
     
  - Consumption continues a gradual recovery, supported by gains in real purchasing power.
     
  Meanwhile, external uncertainty rose as international oil prices surged following the outbreak of the war in the Middle East.
     
  - Amid heightened uncertainty regarding the course of the war, sustained high oil prices could place upward pressure on consumer prices.
Contents
Major Economic Indicators

Summary and Assessment

Major Indicators of the Korean Economy
 1. Gross Domestic Product(at 2020 Constant Prices)
 2. Economic Activity
 3. Consumption
 4. Equipment Investment
 5. Construction Investment
 6-1. Exports, Imports and Terms of Trade
 6-2. Current Account and Financial Account
 7. Employment and Wage
 8. Price Indices
 9-1. Financial Market (I)
 9-2. Financial Market (II)
 10. Housing Market
 11-1. Major Indicators of the World Economy (I)
 11-2. Major Indicators of the World Economy (II)
국내총생산 및 국내총소득의 성장률(2020년 불변가격) Growth Rates of GDP and GDI (at 2020 Constant Prices)
그래프 영역입니다. 그래프
민간소비 및 고정투자(2020년 불변가격) Growth Rate of Private Consumption and Fixed Investment(at 2020 Constant Prices)
그래프 영역입니다. 그래프
총수출 및 총수입 Total Imports and Exports
그래프 영역입니다. 그래프
외국인 순매수 Foreign Investors’ Net Purchase of Stocks
그래프 영역입니다. 그래프
기업대출 Bank Loans to Corporations
그래프 영역입니다. 그래프
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