Liontrust's Williams: Why Korea is on the podium for our fund's exposure

Currently hosting Winter Olympics

clock • 4 min read

A global television audience recently watched the opening ceremony of the 2018 Olympic Winter Games in Pyeongchang, South Korea.

As well as providing an opportunity to see some of the world's finest curlers, lugers and figure skaters, the ceremony offers the prospect of viewing North Korean and South Korean athletes as they march beneath a unified flag, the result of the first bilateral talks in two years.  We have recently increased our Asia Income fund's South Korean weighting to 10%, the highest since launch and the third largest country exposure currently. Could South Korea be the new Japan for dividends? Our four Korean stocks include Samsung, one of the official partners for the Games, but our increase...

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