Episode Details
Back to Episodes
The Investor's Guide to Asia: Korean value and a new era of shareholder return
Published 4 months, 2 weeks ago
Description
It’s one of this year’s global stock market success stories: South Korean equities are emerging from decades in the shadows as reforms of corporate governance change the way foreign capital sees the Seoul market. With the help of fund managers Jochen Breuer and Lynda Zhou, this month’s podcast investigates whether that surge in confidence is really justified, what else needs to be done for it to continue, and where in the region is also making advances when it comes to shareholder returns.
With additional contributions from Asia Economist Peiqian Liu, who gives us her take on China's 4th plenum, and Analyst JaeMin Shim.
Hosted by Stuart Rumble and Toasha Wang.
See omnystudio.com/listener for privacy information.