Monthly Economic Trends KDI Monthly Economic Trends 2026.11 November 09, 2026
- Summary
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■ The Korean economy continues to grow at a solid pace, led by sectors related to AI infrastructure investment. ○ Semiconductor production and investment continue to grow strongly, supported by robust external demand. Other sectors related to AI infrastructure investment also appear to be improving. - Exports of products closely linked to AI data center construction, including steel products, nonferrous metals, and electronic devices, rose sharply. Equipment investment in machinery also grew at a solid pace overall. - Accordingly, real GDP (advance estimate) grew by a strong 3.4% in the third quarter, supported by solid exports and equipment investment. ○ However, the effects of the economic recovery appear to be spreading only gradually across households, with consumption improving at a modest pace. - Private consumption growth was relatively low in the third quarter, as income gains from the semiconductor boom still showed no clear signs of spreading broadly across households and high oil prices continued to weigh on household finances. ○ External risks persist, as the conflict in the Middle East continues and policy uncertainty in major economies increases.
- Contents
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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)
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