Korea

ONE TO WATCH

Barings' head of Asian equities Colin Ng is rotating his portfolio away from industrials and petro-chemical stocks that took a hit in the summer sell-off, and has been adding to banks.

Newton's Jason Pidcock is underweighting South Korea as he believes there is a strong possibility of integration with North Korea.

ON SPECIALIST MARKETS

ON ASIA

Warren Buffett is eyeing businesses and large-cap shares in South Korea to tap into the country's growth, Bloomberg reports.

Should geopolitical risk raise concerns about the South Korean equity market? We think not.

Lagging Japanese equity market proves challenging for Asia Pacific inc Japan funds

ASIA

ASIA