Korea Stock Market Monthly Recap #19 - (October 2017)
In October, there was a massive rotation into the consumer sector, and the sector ETF was up 14.4% during the month. Since the last week of...
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Impact of China and South Korea Restoring Relations
It was announced on October 31st that the Chinese and South Korean governments plan to restore relations after more than a year of a bitter dispute...
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Korea Stock Market Monthly Recap #18 - (September 2017)
In September, our model stock portfolio was down 0.1% versus KOSPI which was up 1.3% during the same period. Starting September, we raised the...
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Korea Stock Market Monthly Recap #17 - (August 2017)
August was a good month for our model stock portfolio, which was up 1.0% versus KOSPI which was down 1.6% during the same period. At end of July,...
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Innovative Foods = Portfolio Outperformance (II)
In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2017 that are having significant impact on...
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