131. Why global hedge funds are turning to South Korea

131. Why global hedge funds are turning to South Korea

From The Long-Short by AIMA

May 6, 2026 · 47 min · Episode 131

About this episode

The episode discusses the rising interest of global hedge funds in South Korea's capital markets and the potential for sustainable growth.

South Korea is having a capital markets moment. Home to global leaders in semiconductors, automotive manufacturing and advanced technology, Korea’s markets have delivered extraordinary returns in recent years, fuelled by a powerful combination of market momentum, policy reform and shifting global capital flows. As a result, the country is increasingly attracting the attention of some of the world’s largest hedge funds and asset managers, alongside a groundswell of new domestic capital pouring into public markets. But can Korea finally move beyond the long-discussed “Korea discount” and build a more sustainable growth market for both domestic and international investors? Joining us to explore these questions is Peter Kim, Senior Managing Director and Head of the Global & Wholesale Division at KB Securities, and one of Korea’s best-known market commentators. Together, we discuss the forces driving Korea’s economic resurgence, the evolution of its capital markets, the rise of alternatives and private credit, and whether Seoul could emerge as a new Asian alternative investment powerhouse. Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: AIMA

Guest: Peter Kim

Topics covered

  • capital markets
  • hedge funds
  • South Korea
  • economic resurgence
  • investment
  • private credit

Keywords

  • hedge funds
  • South Korea
  • capital markets
  • investment
  • economic growth
  • private credit
  • market momentum

Mentioned in this episode

Organizations: KB Securities

Places: South Korea, Seoul

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