“In our recent portfolio adjustments, we have strategically increased our positions in South Korea. In particular, we consider the Corporate Value-up reform, recently presented by the Financial Services Commission in order to enhance Korean listed companies, as a positive development, aimed at mitigating the valuation discount of the Korean Stock Exchange”.
Photo Credits: Rostyslav Savchyn – Unsplash
Read the view of our fund manager Marcel Zimmermann: https://urly.it/3_k44https://urly.it/3_9a1
Marcel Zimmermann
Marcel has over 30 years of experience in the financial industry in the analysis of financial markets, financial instruments and currencies with a specialisation in Asian equity markets. After 9 years in the Asian Secondary Markets desk of a leading bank in Lugano, he founded an Asset Management company in 1993 and distinguished himself in market research and analysis to support asset allocation decisions and stock picking of Asian companies on behalf of institutional clients. Marcel, Senior Portfolio Manager of Lemanik SICAV – Asian Opportunity since its inception in 1994, is a director of Lemanik SICAV in Luxembourg. Marcel has in-depth knowledge of the Asian equity market, both its emerging and developed components, including Japan. The currency market in this region is the hallmark of his portfolio management.
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