JP Morgan: The South Korean market is a 'key' overweight

James Sullivan of J.P. Morgan says the South Korean market could surprise in the fourth quarter of 2019 and first quarter of 2020. He says the firm predicts major rotations out of bonds into stocks and out of growth stocks into value, and South Korea is "reasonably well positioned" for both rotations.
Mon, Nov 25 20191:52 AM EST