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South Korea
Firm
Author
Type
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.
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.