South Korea's divided government
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President-elect Yoon Suk-yeol wants tighter fiscal policy and deregulation but his party has merely 37% of legislature
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Key investment case drivers still external: global Tech demand and US-China relations (Tech regulation, North Korea)
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Reforms to push Korea into MSCI DM (pushed by both candidates) more likely with election done but is that a good thing?
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
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