February 18, 2021, James Lim, Senior Research Analyst at Dalton Investments, was recently featured on Bloomberg discussing opportunities in Korean equities, noting that “Korea has been an abandoned market for a long time” and that overall valuations remain reasonable despite a recent runup in prices. Lim also highlighted that Dalton is finding select opportunities in “fundamentally strong Korean Banks,” whose stock prices have been artificially depressed by government regulations.
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