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KOREA News & Analysis

Emerging Asia: Lower expectations, outsized opportunities
Funds
Emerging Asia: Lower expectations, outsized opportunities
Japanese financials and technology firms in Taiwan and Korea are among some of the most attractive opportunities on Morningstar Investment...
Glenn Freeman | 11 December 2018
Some flawed thinking from emerging market investors
Funds
Some flawed thinking from emerging market investors
The way many investors think about emerging markets is incorrect – they’re not uniformly volatile, and over-exposure to individual sectors and stocks...
Glenn Freeman | 25 November 2018
Korean telco leads value plays across Asia
Stocks
Korean telco leads value plays across Asia
Korea Telecom is just one of the Asian powerplays that Antipodes Global Investment Partners have selected in their new ETF.
Lex Hall | 09 November 2018
2 global stock picks: insurance and telco
Stocks
2 global stock picks: insurance and telco
Antipodes deputy portfolio manager Sunny Bangia shares his two global stock picks: a Chinese insurance giant and South Korea's largest...
Emma Rapaport | 06 July 2018
Trump fires first shots in trade skirmish
Stocks
Trump fires first shots in trade skirmish
As the US imposes $500bn tariffs on China, JPMorgan chief market strategist Tai Hui reiterates the importance of a diversified portfolio, mixing...
Tai Hui | 06 July 2018
Saudi Arabia joins Argentina in MSCI Emerging Markets club
Funds
Saudi Arabia joins Argentina in MSCI Emerging Markets club
Argentina has rejoined the ranks and Saudi Arabia becomes the newest emerging market as MSCI announces the result of its annual market classification...
Glenn Freeman | 21 June 2018
The rise of east and south Asia
Funds
The rise of east and south Asia
Prospects of North and South Korean peace, India's economic formalisation and increasing Chinese consumer confidence are driving this portfolio...
Glenn Freeman | 04 May 2018
Why North Korea-South Korea deal would boost investor outlook
Funds
Why North Korea-South Korea deal would boost investor outlook
South Korean equities continue to look cheap compared to Asian peers and fund managers are bullish, but how would reunification affect their...
David Brenchley | 01 May 2018
Volatility plays to active manager strengths
Funds
Volatility plays to active manager strengths
The climate of political volatility in the US holds important implications for investors and the funds they invest in, particularly around Donald...
Glenn Freeman | 27 October 2017