Korea and Japan - thoughts for 2026?
Dear Value investors,
I have read the older threads on the “Korean discount” and the value trap stocks in both Korea and Japan. What are your thoughts and latest experience on the effect of the newly implemented government regulations in both countries - that push companies to become more shareholder-centric?
Have you seen any consistent evidence of asset plays turning into multibaggers?
Checking the KOSPI index - it is up 119% in 12 months so on average, there is substantial movement - I would love to see some success stories that would boost my confidence.
(My personal situation is - preparing to deploy some money in 3 months. Currently trying to identify good value targets in US, Europe or Asian markets. I am also aware that **cash is a position).**
Thanks in advance for your inputs!