Expert Korean fund manager talks why South Korea is cheap (average P/E of only 9.7 compared to 18 for US and Japan, 13.7 China SSE Composite, and 12.5 Brazil). Recent government change-ups and increased shareholder activism are set to unlock value.
Expert Korean fund manager talks why South Korea is cheap (average P/E of only 9.7 compared to 18 for US and Japan, 13.7 China SSE Composite, and 12.5 Brazil). Recent government change-ups and increased shareholder activism are set to unlock value.