Martin Schulz of Fujitsu Research Institute says Japan's export restrictions on South Korea have to be sustained for the time being, but will not hurt too much.
Wei Liang Chang of DBS says growth headwinds, including an escalation in the U.S.-China trade dispute, are very strong in South Korea for now.
Kwon Goohoon of Goldman Sachs says the Bank of Korea will likely cut rates by 25 basis points in October. He also weighs in on the impact of the trade dispute between Japan and South Korea.
As the world's aging population battles boredom and loneliness, some retirees are finding second careers to keep occupied. CNBC's Uptin Saiidi stays with a couple in South Korea going back to work as Airbnb hosts.
Deborah Elms of the Asian Trade Centre says the ongoing dispute between Japan and Korea is a "symptom" of what happens when the world order collapses. She says there's no longer a "handbrake" to stop trade disputes from escalating.
Waqas Adenwala of the Economist Intelligence Unit says the dispute between Japan and South Korea has "only been escalating," and both sides have their own nationalistic agendas.
Joshua Crabb of Robeco says investors may be "throwing out ... the baby with the bathwater" in trade-exposed markets such as Taiwan and South Korea.
Corrine Png of AIA Investment Management says the trade dispute between Tokyo and Seoul will be "really detrimental" especially to the South Korean market where corporate earnings are "already very weak."
David Adelman of Reed Smith says it's not clear what the end game of the U.S.-China trade war is.
Mehdi Hosseini of Susquehanna Financial Group says one way that Soeul can get around Tokyo's export curbs is for materials to go to a distributor and before being re-routed to South Korea. There may be an added cost, but not a disruption, he says.
Mark Newman of Bernstein says, for now, Samsung will be able to continue production despite Japan's export curbs on South Korea. He also says Samsung will be the biggest beneficiary of Huawei's "demise" outside of China.
If Japan's export curbs continue for more than two months, South Korean companies are likely to use up their inventories, and this disruption would be negative for the global IT industry, says SK Kim of Daiwa Securities.
Sanjeev Rana of CLSA discusses SK Hynix's "disappointing" earnings and the dispute between South Korea and Japan.