The growing attractiveness of Korean stocks is driven by macroeconomic and geopolitical factors, such as forecasts of GDP growth in Emerging Markets and the movement to diversify production out of China.
There has been a noticeable increase in foreign investor ownership in the Korean market, with January showing a significant jump in value, reflecting a net 'buy-in'.
The outlook for the Korean stock market seems positive for the foreseeable future, with measures to enhance international investor access and potential market growth, despite challenges like market research issues and concerns over ceding control to foreign interests.