Liontrust's Williams: Why Korea is on the podium for our fund's exposure

Currently hosting Winter Olympics

clock • 4 min read

A global television audience recently watched the opening ceremony of the 2018 Olympic Winter Games in Pyeongchang, South Korea.

As well as providing an opportunity to see some of the world's finest curlers, lugers and figure skaters, the ceremony offers the prospect of viewing North Korean and South Korean athletes as they march beneath a unified flag, the result of the first bilateral talks in two years.  We have recently increased our Asia Income fund's South Korean weighting to 10%, the highest since launch and the third largest country exposure currently. Could South Korea be the new Japan for dividends? Our four Korean stocks include Samsung, one of the official partners for the Games, but our increase...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

China's first quarter GDP growth beats expectations with 5.3% year-on-year jump

China's first quarter GDP growth beats expectations with 5.3% year-on-year jump

Beats expectations

Eve Maddock-Jones
clock 16 April 2024 • 2 min read
Fitch Ratings downgrades China's credit to 'Negative' as deficits 'erode fiscal buffers'

Fitch Ratings downgrades China's credit to 'Negative' as deficits 'erode fiscal buffers'

Transitioning to less property-reliant GDP

Eve Maddock-Jones
clock 10 April 2024 • 2 min read
EFG's Afzal and Gerlach: A letter from Hong Kong

EFG's Afzal and Gerlach: A letter from Hong Kong

Notes from recent investment trip

Moz Afzal and Stefan Gerlach
clock 28 March 2024 • 4 min read
Trustpilot