We didn’t vaporize in a white hot nuclear flash, and the tone of the Singapore talks was cordial and concluded with few decisive next steps but at least a commitment to detente. We are looking for the market story in all this, and often like to look beyond the four walls of WCM for insight from other market participants. Here is a link to some insightful commentary on Korea from Michael Oh of Matthews Asia, a boutique we currently use in our ESG portfolios for emerging Asia exposure.

Matthews Asia Perspective June 12, 2018