Asia Ex-Japan Funds Rotate Out of South Korea
Active Asia Ex-Japan managers have rotated away from South Korean stocks in 2022, pushing allocations towards their lowest level in over a decade.
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Lower Corporate Tax Rate in Korea Could Be an Extra Alpha Kicker
We believe that there is a relatively high probability that the Korean government will lower the highest corporate tax rate bracket from 25% to 22%...
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2022 FIFA World Cup in Qatar: Top 6 Potential Winners in the Korean Stock Market
In this insight, we discuss the top six stocks in Korea which could be the biggest movers due to the 2022 FIFA World Cup.
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GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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What Is the 'Save KOSPI' Campaign?
In this insight, we discuss the 'Save KOSPI' campaign which is a set of eight proposals aimed at improving the corporate governance of Korean...
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