Vikram Mansharamani (Navigating Uncertainty). Is the KOSPI's AI-driven surge a bubble? A multi-lens look at record margin debt, concentration in Samsung and SK Hynix, and what it signals for global equities.
The Total Return Fund returned +5.0% net of fees in April amid one of the sharpest reversals on record, and why the equity/bond divergence is the question heading into summer.
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Korean Market Collapse Forthcoming?