South Korea

International Markets
July 2026

Re-Rating Korea: A Structural Case

Barings

Eunice Hong

Research

8 Pages

Barings argues that Korean equities are shifting from a cyclical semiconductor trade toward a broader structural re-rating driven by AI, governance reform, and new export industries.

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AI
July 2026

Hynix Hijinks

Acadian

Owen Lamont

Article

6 Pages

Acadian Asset Management examines why SK Hynix’s U.S.-listed ADRs traded far above the company’s Korean shares, violating the law of one price.

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