South Korea's KOSPI sees record divergence between growth and value stocks, with analysts highlighting high-dividend and low-PBR stocks as potential outperformers amid shifting investor sentiment.
KB Asset Management's retirement pension funds outperformed peers, with the KB Retirement Pension Dividend Fund posting a 38.04% six-month return and assets surging, driven by a focus on dividend and value stocks amid market uncertainty.
South Korea’s September National Assembly session is set to shape the outlook for dividend and value stocks, as key bills on treasury share cancellation and dividend tax reform could drive new momentum in the domestic equity market.
US defense and energy stocks attract increased investor interest as Middle East tensions rise, with value and dividend-focused shares also gaining traction amid market uncertainty.