All Korea articles
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White papers
The curious case of Korea’s preference stock discount
A unique feature of the Korean stock market is the pervasive use of non-voting stocks, termed ‘preference shares’. They can trade at discounts to common stock of as much as 50%, or more. Jonathan Pines considers the causes of the phenomenon, what, in his opinion, the ‘right’ level of discount should be, and under what circumstances the team finds these instruments most attractive.
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White papers
Korea discount: a dream deferred?
South Korean authorities are looking at a number of measures to address the ‘Korea discount’. Most won’t work, says Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity.
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Asset Manager News
Actis Backs Solar Platform Argo Energy In First South Korean Energy Investment
Actis, a global investor in sustainable infrastructure, has completed its investment into Argo Energy, a South Korean renewable energy platform focused on the development of small utility scale and rooftop solar.
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Asset Manager News
Invesco Real Estate Sells Majestar in Seoul
Invesco Real Estate, the US$91.1 billion global real estate investment business of Invesco Ltd. (NYSE: IVZ), has sold the Seoul office property, Majestar City Tower B in the Gangnam Business District, known as one of Seoul’s major business districts and one of the best performing office markets in the city, to a REIT vehicle managed by Koramco for KRW 520bn (approximately US$385m)
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White papers
South Korea 101 - Seoul far, so good?
The South Korean real estate market has drawn significant investor attention over the last few years
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Overlooked and underappreciated: The case for Korea
As contrarian investors, the Asia-ex Japan team seek unloved companies in unloved markets. James Cook, Investment Director of Emerging Markets, explains why Korea is one market that mustn’t be ignored.
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White papers
Korea attracts international investors with an estimate-beating economy
Our ETF Investment Strategy team continues to have a constructive view on South Korea after a solid second quarter.
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Asset Manager News
KGAL sells Deutsche Telekom’s global headquarters on behalf of South Korean institutional investors
Grünwald, 20/07/2022 – KGAL GmbH & Co. KG successfully sold Deutsche Telekom’s 81,000 sqm (approximately) global headquarters, located in Bonn. The company acted both as part owner of the property and as transaction advisor to the majority owners, several South Korean institutional investors. The modern headquarters in Bonn’s federal ...
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Asset Manager News
PGIM Real Estate grows APAC logistics footprint with two food warehouses in Korea
SINGAPORE, 11 November 2021 – PGIM Real Estate has strengthened its logistics portfolio in Asia Pacific with the acquisition of two properties in Seoul on behalf of the firm’s Asia Pacific core strategy and through a joint venture with Singapore’s CapitaLand Investment. The properties were acquired from Foodist Co. Ltd and have significant cold chain facilities that support Foodist’s operations of catering and food distribution.
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Asset Manager News
PGIM Real Estate sells Jung-An Building in Seoul, South Korea
PGIM Real Estate has sold Jung-An Building, a 10-story office building located in Seoul, South Korea. PGIM Real Estate is the real estate investment and financing business of PGIM, the US$1.5 trillion global investment management business of Prudential Financial, Inc. (NYSE: PRU).
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White papers
South Korea: A Shining Example of Emerging Market Leadership
Many countries have learned valuable lessons from prior crisis periods that have helped them navigate the current coronavirus pandemic. South Korea is one example.
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White papers
Magnify Asia: Retail
We remain positive on retail in the developed Asia Pacific markets despite headwinds from structural changes in the sector driven by the growth of e-commerce and changing consumer shopping behaviour.
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Asia: Leading the Race to 5G
To date, this series, 5G: The Foundation for a Hyper-Connected World, has examined the transformational technology that will redefine communications and impacts on several industries. Now, in the third part of this five-part series, we begin to examine how 5G will affect various regions throughout the world. In this third paper, we look at how Asia will transform itself through 5G adoption.
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White papers
Asia Pacific Outlook: June 2017
The economic outlook for the Asia Pacific has improved, with overall regional growth estimates for 2017 upgraded slightly to 4.8% from 4.6%.
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APAC Market Outlook: 2H16
Investment opportunities and strategies linked to broad structural shifts across the APAC region likely to outperform.
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House View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
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Asia Pacific Real Estate Summary: Edition 1 2016
Macro conditions have generally stabilized across APAC relative to January’s low point, which was characterized by elevated financial market volatility, falling commodity prices and declining global trade which many regional markets depend on to support activity and jobs.
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Asset Manager News
M&G Real Estate makes first retail acquisition in South Korea
M&G Real Estate has acquired three retail assets in South Korea at a combined value of US$230 million, representing an average yield of 6.5%.
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White papers
Insights: Q1 2015
In Asia, active management is becoming an increasingly important driver of outperformance, against a backdrop of moderately positive rental growth and relatively low yields. Attractively priced prime assets aren’t as easy to find as they were a year or two ago.
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White papers
Real estate market outlook December 2014: Asia Pacific
Economic sentiment remains strong in Asia. An improving global economy, led by the continued recovery in the United States, has helped strengthen growth in Hong Kong and Singapore.