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 were the GDP figures indicating about the economic growth?

How has consumer confidence been affected by political uncertainty?

What structural issues are affecting the Korean domestic economy?

What are the expected earnings growth rates for the Korean market in 2017?

What political changes are anticipated following the impeachment of President Park?

How might corporate governance reforms impact the Korean market?

What role does the exchange rate play in the performance of Korean exporters?