The global trade landscape is being reshaped by geoeconomic fragmentation and the rise of industrial policies. This paper studies the impact of these trends on the export-oriented Korean economy. It documents both positive and negative effects of U.S.-China trade tensions, technology and supply chain restrictions, and industrial policies of major economies on Korea's trade and FDI, particularly that of its strategic sectors. To navigate the changing global trade landscape, Korea needs to focus on promoting innovation to  maintain competitivenss, diversifying export destinations and supply chains, and expanding exports of services.

全球贸易格局正因地缘经济碎片化和产业政策的兴起而重塑。本文研究了这些趋势对以出口为导向的韩国经济的影响。文章记录了主要经济体的U.S.-China贸易紧张局势、技术和供应链限制以及产业政策对韩国贸易和外国直接投资，特别是其战略部门的影响，既有积极也有消极的一面。为了应对不断变化的全球贸易格局，韩国需要专注于促进创新以保持竞争力，多元化出口目的地和供应链，并扩大服务出口。