Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

A Clear Understanding of the Narrative Around Easing Bank–Industry Separation in Korea

Korea’s Next Policy Momentum Play: Rapid Unfolding of the National Growth Fund

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

Mirae Asset TIGER Fn Semiconductor Top 10 ETF / Event-Driven

Mirae Asset TIGER Fn Semiconductor Top 10 ETF (396500 KS)

Mirae Asset TIGER Fn Semiconductor Top 10 ETF

<ul>
<li>KRW 5T fund—the public-participation slice of the KRW 35T joint vehicle—is the main conduit for flows into local equities.</li>
<li>The KRW 150T policy fund launches December, but pre-emptive flows could hit early, led by the KRW 5T ETF-heavy, retail-accessible Public Participation Fund.</li>
<li>The KRW 5T Public Participation Fund, ETF-heavy and thematic in AI, semis, Mobility, and Biotech, could drive concentrated, short-term rallies; position early ahead of year-end flows.</li>
</ul>


KRW 5T fund—the public-participation slice of the KRW 35T joint vehicle—is the main conduit for flows into local equities.
The KRW 150T policy fund launches December, but pre-emptive flows could hit early, led by the KRW 5T ETF-heavy, retail-accessible Public Participation Fund.
The KRW 5T Public Participation Fund, ETF-heavy and thematic in AI, semis, Mobility, and Biotech, could drive concentrated, short-term rallies; position early ahead of year-end flows.


KRW 150T Korea Policy Fund: Watch the Flow Play from the KRW 5T Retail/ETF-Heavy Slice