Korea needs ‘Korea rally,’ not memory rally: J.P. Morgan
J.P. Morgan Asset Management says Korea must turn its semiconductor-led surge into a broader “Korea rally” to attract foreign capital that stays beyond the memory cycle. “A trigger for more durable inflows would be evidence of broader earnings growth across non-memory tech, industrials, financials a
J.P. Morgan Asset Management says Korea must turn its semiconductor-led surge into a broader “Korea rally” to attract foreign capital that stays beyond the memory cycle. “A trigger for more durable inflows would be evidence of broader earnings growth across non-memory tech, industrials, financials a
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