Carlyle’s Rubenstein sees commercial real estate undervalued

The US commercial real estate market is undervalued relative to other sectors amid elevated interest rates, while Big Tech stocks could take a breat...

NPS to invest up to $8.2 bn in undervalued Korean stocks

South Korea’s National Pension Service (NPS), the world’s third-largest pension fund, is expected to invest up to 11 trillion won ($8.2 ...

Secondaries, debt attractive for portfolio stability: Korean CIOs

South Korean institutional investors find secondaries and private debt attractive amid the darkening economic outlook, chief investment officers (CI...

Korean banks must increase total shareholder returns: Align Partners

South Korean private equity firm Align Partners Capital Management Inc. is set to lead shareholder activism against the country’s top financia...

HMM’s shares undervalued despite $12.5 billion in cashable assets

South Korea’s largest container line HMM Co. has seen its shares trapped in a boxed range for a protracted period despite its spectacular earn...

KFCC eyes recession-resistant sectors like healthcare, necessities

The Korean Federation of Community Credit Cooperatives (KFCC) is eyeing certain sectors that create stable revenue streams such as healthcare, daily...

Foreign stock buying on weaker won: Bucking the trend?

When a country’s currency weakens, foreign investors flee the local markets as a softer foreign-exchange rate usually means fragile economic f...

Cosmetics shares rally amid hopes of eased social distancing

Cosmetics and beauty shares are benefiting from president-elect Yoon Seok-yeol’s pledge to ease social distancing mandates. South Korean cosme...

HMM shares weighed by overhang concerns despite soaring profit

South Korea’s largest container line HMM Co. has seen its shares trapped in a boxed range over the past few months despite its spectacular ear...

[ASK 2017 SUMMIT] KIC eyes Asia, small firms for undervalued assets

Korea Investment Corporation (KIC) is looking to diversify its portfolio into emerging markets, in particular Asia, and will chase smaller-sized firms...