The “South Korean Discount” comes from high market concentration risks due to: a handful of companies with significant market weights, tight business relationships with suppliers, and high levels of cross-ownership among companies.
Mar
07
2014
South Korea’s Market Concentration Risk
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![Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_3350_LR_Jun.jpg?h=150&w=150&fit=crop&fp-y=.15)