Franklin Templeton Recommends South Korea Shift From Semiconductors to Defense, Shipbuilding on July 6

According to Franklin Templeton, on July 6, the global asset manager recommended that South Korean investors shift from semiconductor-focused strategies to undervalued sectors including defense, shipbuilding, and nuclear energy. Franklin Templeton noted that while South Korea remains an attractive market in Asia, investors should adjust their strategy away from concentration in large-cap chip stocks toward higher-value opportunities in overlooked quality stocks.
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