South Korea’s Structural Reforms May Precipitate a Re-Rating

August 15, 2025 | Emerging Markets, Public Markets

Ian Simmons

Senior Portfolio Manager, Emerging and Frontier Markets

South Korea’s combination of Value Up reforms, export re-industrialisation and technological leadership is setting the stage for a potential market re-rating, supported by structural tailwinds and attractive valuations.

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South Korea’s Structural Reforms May Precipitate a Re-Rating

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