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EM equity portfolios at risk from North Korea tensions

Joe Marsh
South Korea has a 15.61% weighting in MSCI's emerging-market equity index, making institutional investors vulnerable to any military escalation between the US and North Korea.
EM equity portfolios at risk from North Korea tensions

A US-North Korean war would have a big impact on institutional emerging-market equity portfolios, given South Korea's chunky weighting in EM benchmarks.

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