Section
South Korea
8 posts
The $965 Billion Argument for Rethinking Emerging Markets
Kevin Carter, Founder and CIO at EMXETF, traces the capital flow most EM allocations are still positioned to miss.
September 19, 2026
Emerging Markets: JPM’s New Strategic Investment Case
For fifteen years, the case for emerging markets was a story told with conviction and rewarded with mediocrity.…
September 2, 2026
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Next Phase of Broadening: HSBC AM Says the Equity Cycle Is Widening, but the Bar Is Rising
Equity markets have spent much of 2026 leaning on a single sturdy crutch: profits. In its August 2026…
August 21, 2026
Korea: Where Industrial Might Meets Financial Ambition
In a new research note published August 10, 2026, Deutsche Bank strategists Perry Kojodjojo and Chen Kan lay…
August 12, 2026
The Great Rotation: Momentum, Valuation, and the Emerging Opportunity Set
The investment landscape is undergoing a structural realignment — one that rewards diversification for the first time in…
August 10, 2026
When One Company Has Two Prices
SK Hynix's ADR premium is a window into something larger
July 28, 2026
The Lost Decade Is Over: Allspring Makes the Case for Emerging Markets 2.0
A decade of U.S. equity exceptionalism has conditioned investors to look past emerging markets. Allspring's Alison Shimada, Elaine Tse, and James Gudger argue that conditioning is now a liability.
June 14, 2026