Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda, the effects of the most recent election results in Korea, and Mondrian’s positioning and outlook for the region.
India continues to offer strong long-term potential, with a growing economy and deepening markets, though high valuations remain a key challenge for value investors.
Despite recent market strength, led largely by cyclical stocks, we continue to find compelling opportunities — particularly in defensive segments.
Markets have staged an impressive rebound since April, but the underlying macro picture is far from resolved.
A weakening US dollar historically creates a fertile backdrop for emerging market assets, driven by enhanced capital flows, commodity tailwinds, and improved debt dynamics.
Global indices have rallied strongly off April’s lows, ending the quarter near all-time highs, with recent geopolitical shocks failing to disrupt the sharp recovery.
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Mondrian has been made aware of potential fraudulent activity whereby members of the public are being contacted by individuals claiming to represent the Company.