Miner Company
Korean Equities: A Diverging, Concentrated Market
Korea is the hardware backbone of the AI-driven supercycle, continuing to drive earnings, exports and equity market outperformance. The 'old' heavy manufacturing model has evolved into a more strategic industrial base, with defence, shipbuilding and autos among its core pillars.
Korea is the hardware backbone of the AI-driven supercycle, continuing to drive earnings, exports and equity market outperformance. The 'old' heavy manufacturing model has evolved into a more strategic industrial base, with defence, shipbuilding and autos among its core pillars.