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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform

Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform

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Douglas Kim
Jun 04, 2025
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Douglas Research Insights
Douglas Research Insights
Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
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  • Now that Lee Jae-Myung has become new South Korean President, the uncertainty revolving who will lead South Korea in the next five years is now over.

  • In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the market for the remainder of 2025.

  • The four investment themes include Korean Holdcos/Quasi Holdcos, Korean Cultural Contents, Securities, and SK Group Companies.

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