Optimal KOSPI200 P/B Value Screen: Growth (Ali) Vs. Value (Foreman) - Latter Is Winning in Korea
Cross Asset Strategy
199 Views, 11 May 2022 17:57
- One of the optimal criteria for P/B screen has been to focus on the 150 lowest P/B stocks in KOSPI200.
- We provide five different time frames to assess how the investors are shifting to more value names (as evidenced by lower P/B stocks).
- We compare the growth vs value stocks in Korea to Ali (growth) vs Foreman (value). Right now, value (as evidenced by lower P/B stocks) is winning in Korean stock market.