This post delves into Korea NPS's unusual magnitude of net outflow from the local stock market in May and anticipates its implications for value-up target names in the coming months.
What is covered in the Full Insight:
NPS's May Net Selling
Possibility of Repeat of January's Net Selling
Analysis of Value-Up Investment Cycle
Introduction of Three New Outsourced Managers
Impact on Non-Financial Value-Up Stocks
SUMMARY
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