Korea top picks

Ben Graham and Joel Greenblatt Long Ideas in South Korea

Morgan Stanley Asia Pacific analysts Shawn Kim and Daisy Ryu analyze opportunities in Korea in their work “Korea, the New Safe Haven – Stocks to Buy and Avoid” of October 20th.

MSCI Korea is up 13 percent since August 23, 2013

Foreign buying looking for a safe haven piled into South Korean equities after August 23, pushing it up 13% (20% in USD terms). Morgan Stanley’s valuation models say Korean equities are now within 2% of fair market value, and . . .


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