Article: Plastic bubble; South Korean consumers.(South Korea's borrowing consumers)(rapid growth of retail lending in South Korea)(Brief Article)

Consumer credit fuels South Korea's boom

NO LONGER are the chaebol, South Korea's conglomerates, the country's biggest borrowers. After the economic collapse of 1997-98, the government forced the chaebol to restructure and slash debt, and urged the banks to lend elsewhere. That helped smaller firms in thriving service industries. But it also triggered an explosion in retail lending. At 350 trillion won ($265 billion), loans to individuals and households now account for around half of Korean bank and non-bank lending. Since the end of December alone, loans have grown by over 12%. New credit that is driving demand, says Christopher Wood of CLSA in Hong Kong, is the ...

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