Rory specializes in macroeconomics, focussing on the interaction between politics and the real economy. Key interests; industrial policy, rural economy, and ag/soft commodities. On Korea, he focuses on macroeconomics and geopolitics.
Samsung and SK Hynix could actually welcome a short-term supply shock, which accelerates inventory destocking and boosts memory chip prices. For Japanese producers, there is a risk of permanent loss in market share.30 July 2019