On-the-Ground Insights: Korea

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On a recent trip to Pangyo (also known as the Silicon Valley of Korea), Portfolio Manager Michael Oh shares his observations about Korea’s DRAM dominance and the region’s growth in the semiconductor equipment space.
The views and information discussed in this video are as of the date of issue, are subject to change and may not reflect the presenters’ current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles.