In today’s briefing:
- Five Reasons For Optimism In 2023?
- A Mandatory Disclosure in English for Listed Korean Companies Starting 2024
Five Reasons For Optimism In 2023?
- Markets are often driven by liquidity. 2022 has seen a collapse in Global Liquidity, but there are signs that the cycle could turn higher in 2023?
- We evidence 5 reasons for optimism, including positive signs from the US Fed and China’s PBoC; a US$ peak and rising market depth in the US Treasury market
- We expect interest rates to stay higher for longer, but predict liquidity will be reinjected. It is not ‘Risk On’ yet, but it may be the end of ‘Risk Off’
A Mandatory Disclosure in English for Listed Korean Companies Starting 2024
- The FSC announced a mandatory disclosure information in English for listed Korean companies (with assets of more than 10 trillion won) starting 2024 to improve information accessibility for foreign investors.
- The lack of information in English among listed companies has been one of the repeated complaints among many institutional investors about the Korean stock market.
- A major improvement on providing timely information in English by the public Korean companies will eventually accelerate Korea’s efforts to reach developed country status by the MSCI.
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