Nomura's Na: Why the Kospi Will Outperform in 2017

The video discusses the recent GDP figures indicating slow growth, the impact of political uncertainty in Korea, and the potential effects of reforms on corporate governance. It highlights the challenges and opportunities for investors in the Korean market, considering both economic and geopolitical risks. The discussion also covers the historical context of reforms, public opinion shifts, and the influence of currency dynamics on market performance.

What recent economic indicator showed the slowest growth in a year for Korea?

• Export volume

• GDP figures

• Unemployment rate

• Inflation rate

What is the expected earnings growth for companies listed on Cosby in 2017?

• 10% growth

• 15% growth

• 25% growth

• 20% growth

What major political event is discussed in relation to potential reforms in Korea?

• Election of a new Prime Minister

• Impeachment of President Park

• Signing of a new trade agreement

• Introduction of a new tax policy

What is the potential impact of chaebol reforms on Korean companies?

• Decrease in foreign investments

• Improvement in corporate governance

• Increase in unemployment

• Reduction in export tariffs

How has the Korean won been affected since President Trump came into power?

• Depreciated against the US dollar

• Fluctuated unpredictably

• Appreciated against the US dollar

• Remained stable

What is the relationship between the Korean won's appreciation and market performance?

• Inversely correlated

• Negatively correlated

• Positively correlated

• No correlation

What structural change is expected to unlock value in Korean companies?

• Introduction of new technology

• Adoption of holding company structures

• Expansion into new markets

• Reduction in labor costs