Global Emerging Markets Weekly: 18 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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KRX Plans to Launch a New Index Called 'KOSPI 200 Top 10'
According to the KRX, it plans to launch new indices which would include the top 10 stocks in KOSPI. The name of this index is expected to be...
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The Holding Company Dilemma in Korea - What's the Right Discount?
The discount rate to NAV that is rule of thumb in Korea is 30% but does not make sense across the board? We discuss if there is a better way to...
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Aequitas: SK Hynix US$27bn ADR Listing - Discount Has Already Been Narrowing
SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise up to US$27bn via an ADR listing. In this note, we talk about the deal...
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EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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