Our lists: South Korea ADRs, South Korea ETFs and South Korea Closed-End Funds.
- South Korea’s market has seen sizable foreign outflows over the past year and a half, as it is very exposed to global market dynamics. The country’s exports are often thought to be a forward-looking indicator of the global economy. As such, we expect the equity market to recover as global market dynamics improve. From a bottom-up perspective, we think there is significant scope for stock picking in export-orientated structural growth opportunities.
- The market has suffered from a phenomenon called the “Korea discount,” where valuations of listed companies in South Korea lag that of their peers. In our view, the reason for the lag is tied to corporate governance and capital allocation. READ MORE
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- As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)
- Why the MSCI Emerging Markets Index Has Some BIG Problems (WSJ)
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- Mirae Asset Securities’ Korean Stock Picks (September 2023)
- Return of Short-Selling to Test South Korea’s Small Investors (Nikkei Asia)
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