Senior Portfolio Manager, Dan Kelly, reviews the Korean government’s “Corporate Value Up” agenda, the effects of the most recent election results in Korea, and Mondrian’s positioning and outlook for the region.
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Fixed Income Investment Outlook – Q2 2022
Against the US dollar, the Japanese yen is at a 24-year low. Over the same period, the domestic purchasing power of the dollar has almost halved, whilst that of the yen has barely moved.