Korean election: A SKAGEN perspective
By: Fredrik BjellandAfter months of political chaos, South Korea has a new president. A positive stock market reaction could see further impetus with valuations still cheap and ...
Portfolio Manager
Fredrik manages the equity fund SKAGEN Kon-Tiki.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
After months of political chaos, South Korea has a new president. A positive stock market reaction could see further impetus with valuations still cheap and ...
The US election result could signal a new world order but also an opportunity for investors to reassess developing markets and how best to gain equity exposure.
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