South Korea

South Korea's divided government

  • President-elect Yoon Suk-yeol wants tighter fiscal policy and deregulation but his party has merely 37% of legislature

  • Key investment case drivers still external: global Tech demand and US-China relations (Tech regulation, North Korea)

  • Reforms to push Korea into MSCI DM (pushed by both candidates) more likely with election done but is that a good thing?
March 10th, 2022
Subscribe to read this report

You can read this report by subscribing to a Starter or Pro plan today.

Already have an account? Log in


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").

The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.

Research ratings explanation and full Tellimer disclaimers