Independent Strategy

Moon’s Korea choices

Report Date:  18th July, 2017

Despite South Korean President Moon Jae-in’s latest efforts to cool matters with the North, it is going to be a tall order to de-escalate tensions. We remain of the view that diplomacy is past its sell-by date. The risk of conflict continues to be significantly under-priced by the market. Such a high impact and now high probability risk requires portfolio insurance.

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