KKR sees corporate reform unlocking Korea's valuation potential

US investment firm KKR highlighted South Korea as one of Asia's most compelling valuation opportunities, arguing that ongoing corporate governance reforms could unlock significant upside, the firm said Thursday.

In its midyear 2026 outlook report, "The Divergence Conundrum," Henry McVey, head of Global Macro & Asset Allocation and chief investment officer of KKR Balance Sheet, described Korea's corporate reform story as "one of the more underappreciated opportunities in Asia," alongside Japan.

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