Sectors: Winners And Losers

BMI View: Japan's devastating earthquake and tsunami could pose downside risks to South Korea's economic growth. In terms of sectors, the nuclear and tourism industries should be among the worst hit, while oil refineries and chemical firms could benefit from supply shortages in Japan. The autos and electronics industries could also stand to gain in the short-term, as long as they do not face supply disruptions due to their dependence on Japanese suppliers for key components.

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