Goldman: Korea's AI Boom Masks Consumer Weakness From Aging
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View chart & analysis → - 1Goldman Sachs diagnoses Korea's 'K-shaped' economy: chip exports and investment surge, but retail sales remain at 2019 levels
- 2Fertility rate at 0.8 per woman, 20% aged 65+, dependency ratio rising 1.5 percentage points annually—fastest among 70 countries
- 3Elderly saving propensity, with 60-somethings saving 37% of income, seen cutting consumption growth by up to 25bp per year over a decade
This 3-line summary is compiled from the report below.
Fortune View original ↗
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