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Korea's equity discount starts to crack as reforms take hold

Kristina Shperlik
Political turmoil in late 2024 created a valuation floor. A year later, Korea became one of the world's best-performing markets as investors began believing corporate reforms might actually work.
Korea's equity discount starts to crack as reforms take hold

Major institutional investors are rethinking their approach to Korean equities. What they once saw as a purely cyclical play, they now view differently—driven by persistently cheap valuations and real signs of structural reform.

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