Industry in Malaysia and Vietnam was already feeling a pinch from restrictions and worker shortages brought about by a jump in COVID-19 cases, but the situation is deteriorating fast. Data early next week, including Korean trade figures for July and the manufacturing PMIs, should give us some indication of the extent of disruption. Any major hit to output would be felt further afield, with both countries key links in semiconductor and electronics supply chains.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services