Post by AMWatch

A major policy shift in South Korea could unlock even greater opportunities for equity investors in the past year’s best-performing emerging market, according to Karnail Sangha, portfolio manager in Robeco’s emerging market equities team. Sangha co-manages the Robeco Emerging Stars Equities fund, which has more than 30% of its assets invested in South Korea. The country’s equity market has surged by almost 200% over the last 12 months, in large part due to its pivotal role in the global AI and semiconductor manufacturing boom. #assetmanager #assetmanagement #emergingmarkets #Southkorea #investments #equityinvestments #financialmarkets #fundmanagement #fundmanager https://lnkd.in/e8UEk3hv