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Webinar on Demand | Riding the AI and Rearmament Wave: Is Korea’s Equity Rally Built to Last?

Since the middle of last year, flows into Korea Equity Funds have soared as the country rides the artificial intelligence and global rearmament waves. The momentum persisted in the month after the latest outbreak of hostilities between the US and Iran. But Korea, which imports the vast majority of the oil it uses and shares a border with a nuclear-armed totalitarian state, remains vulnerable to shifts in sentiment. 

During this 20-minute Market Insights call, EPFR’s Cameron Brandt and Steven Shen discuss the current balance between Korea’s strengths and weaknesses.