Just keeping tabs on trade developments between Japan and South Korea.

Background:

  • South Korea's electronics companies have deep supply chains in Japan
  • Japan has limited exports of many high - tech components to SK
  • Japans trade ministry says restrictions were prompted by a review of trade policy
  • (most folks believe its not this but related to a diplomatic dispute over South Korean court rulings ordering Japanese companies to compensate for World War II issues)

latest:

  • South Korea's trade ministry plans to raise the export curbs at the World Trade Organization's general council meeting on July 23/24