South Korea Overtakes China as EM's 2nd Largest Allocation
South Korea overtakes China & HK as EM's second-largest country allocation at 22.4%, driven almost entirely by a surge in Technology weights in...
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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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2026 High Conviction Idea: SK Inc
SK Inc (034730 KS) just announced that it will cancel about 20% of its outstanding shares, representing 4.8 trillion won ($3.3 billion). This is...
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SK Inc: Selling 1.25 Trillion Won Worth of SK Biopharm Through a PRS Contract
SK Inc (034730 KS) announced that it plans to sell about 1.25 trillion won worth of its stake (13.94%) in SK Biopharmaceuticals (326030 KS) through...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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