South Korea has been one of our favorite emerging markets for years. It will soon be in the spotlights, hosting the Winter Olympics in PyeongChang from 9 to 25 February. To us, South Korea is always in the spotlights, being one of our key holdings in our emerging markets equities portfolios. This has paid off and today, the investment case for this country is still solid.
Speed read
- The country has emerged stronger from two major financial crises
- Valuations are very attractive, still showing a ‘Korean discount’
- Corporate governance is slowly but surely improving
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