Certain that the North Korean regime will collapse? Think it’s inevitable that this will lead to a reunification of North and South Korea? The Economist took a look at how you could turn your confidence into cash:

• South Korean asset managers have launched unification funds that make investments in companies that are expected to do well if the Koreas re-unify.
• They invest in things like short haul flight operators that would be expected to get a big boost if they could suddenly fly freely across the Koreas.
• Electronic rice cookers are also expected to be in demand by newly capitalist North Koreans.
• Flows into and out of the funds seem to be a good barometer of how likely reunification is. With tensions climbing in recent times 10 billion won (US$8.6 million) have moved out of unification funds.
• One problem might be that it’s just about possible to justify that any industry would do well under a unified Korea, making the funds somewhat meaningless.

Read more about how the funds have been doing under a Korea that remains divided, and other details here.

Source: The Economist