Bloomberg Surveillance · Thursday, August 13, 2026
Nelson Jue noted that markets like Korea and Japan offer investment opportunities beyond the dominant AI narrative. He pointed to Korean banks returning capital to shareholders and Japanese companies focusing on profitability through stewardship programs as examples of value being created.
“We're finding a lot of places. And you talked about international markets. The Actually let's think about Korea. Okay, you know Korea is all dominated by the AI story, but underneath that you'll also have this value up program that's going on in Korea, and so the Korean banks are actually making tons of profit, making great capital allocation decisions and returning capital to shareholders.”
“We're seeing the same thing in Japan also with their stewardship programs. And again this focus on profitability and improving shareholder returns has actually been great for these companies.”