Krawez Highlights Opportunities in Korea and Japan
Brian Krawez, president and lead portfolio manager of Scharf Investments, says that while he believes Korean stocks are “very, very cheap”, the ‘Korea discount’ could start to close with ongoing government reforms. Brian recently shared his thoughts on the opportunities we see in both Korea and Japan with Tanvir Gil on CNBC Asia’s “Street Signs.” While we see similarities in both markets in terms of growth—look at Toyota vs. Hyundai, for example—the valuations among Korean companies are very compelling at this time.
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