Arjun Jayaraman, portfolio manager at Causeway Capital Management, said risks around the South Korean stock market were now priced in.
The portfolio manager at U.S.-based investment firm Causeway Capital Management added that risks around the South Korean stock market were now priced in, following a failed attempt by President Yoon Suk Yeol to impose martial law in early December and his The reforms were also introduced to combat the so-called"Korea discount," a reference to South Korean securities trading at lower valuations relative to regional peers, due to investor concerns over issues such as corporate governance at large family-owned conglomerates.
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South Korea political turmoil presents investment opportunities, says U.S. investorArjun Jayaraman, portfolio manager at Causeway Capital Management, said the 'value is certainly compelling' in South Korean markets.
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