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Letter "H" » Henry Chan Quotes
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«Historically, you never knew what you were investing in Korea as the balance sheet was unclear. You go into a secondhand kind of a car market and you don't know what you were buying, so the natural thing to do is you paid a discount to everything you looked at.»
Author: Henry Chan
«One thing that tended to surprise a lot of people this year is that the market was going up on the back of very little net foreign inflow.»
Author: Henry Chan
«Previously Korea has been one of the leveraged plays on global industrial activity. So, when people were bullish globally, people were even more bullish on Korea.»
Author: Henry Chan
«Red chips and large industrial shares have been outperforming recently. They have been boring and undervalued, but international investors are beginning to pay attention.»
Author: Henry Chan
«I think it's a healthy correction, some valuations got a little high.»
Author: Henry Chan
«There is still a chance for loan growth to slow further, but the Chinese government is slowly loosening. If loan growth picks up, it will be good for banks.»
Author: Henry Chan
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