Here is the latest edition of our PERSPECTIVES Viewpoint – designed to provide regular, up-to-date analysis of key trends in all the major asset classes.

 

Korea is back on investors’ radar: the KOSPI has soared on an AI driven memory super cycle, surging earnings upgrades and a reform drive that could finally chip away at the “Korea discount”. The key question now is what comes next after March’s volatility shock – re acceleration or a deeper pullback? This PERSPECTIVES Viewpoint Equity: Korea: From “discount” to re-rating addresses the catalysts, risks and the signals that we are monitoring.

 

Key takeaways

  • KOSPI’s surge is being led by the AI-driven memory super-cycle and a sharp earnings upgrade cycle.
  • Near-term volatility is being driven by Middle East energy/supply risks, but Korea’s core fundamentals remain resilient.
  • Valuations are still screening cheap versus peers; governance/value-up reforms may further narrow the “Korea discount” and broaden the rally.

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The PERSPECTIVES Viewpoint is currently available and client-ready for the following regions: Germany, Americas, Europe, Middle East, Africa and Asia Pacific.

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