Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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Asian Equities: Korea - If Not Memory, Then What?
KR memory giants have driven equity crash, but many non-tech firms show strong growth, cheap valuation, healthy balance sheets & EPS upgrades. We...
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44% of Korean Stocks Are Trading Below Book Value - FSC Wants to Improve This (Following Japan)
A 44% of Korean stocks are trading below book value. FSC wants to improve this, following Japan's "name and shame" policy.
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The Stocks to Own in Asia – Vol. 33
Since its inception, our FVMR Asia strategy has generated a before-fee total return of 95% versus the MSCI Asia ex Japan of 97%.
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South Korea Jumps to World's #2 in COVID-19 Confirmed Cases - Why?
South Korea shockingly jumped to the world's number two rank in the COVID-19 confirmed cases this week, up from number six only a few days ago. The...
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