Investor attention in purpose-built student accommodation (“PBSA”) has understandably centered on the underlying real estate, given the sector’s strong performance. Yet PBSA is, at its core, an operating business wrapped in real estate.
How debt restructuring, rebuilt reserves and a fiscal turnaround are reshaping the country’s credit fundamentals — and what it means for emerging market debt investors
Korean equities have rallied strongly since 2025, driven by AI and advanced technology demand that has lifted earnings expectations, particularly for semiconductor leaders. Beyond tech, improving governance, shareholder-friendly reforms, and broader opportunities support the investment case.