Why Is Trump Demanding US$1 Billion for THAAD from South Korean Government?
On Friday April 28th, it was reported that the US President Trump demanded US$1 billion in payment from the South Korean government for installing...
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Impact of Border Adjustment Tax on Korean Auto Makers
It was reported today in Korea's Maekyung Economic Daily that the implementation of the Trump administration's border adjustment tax (BAT)Â could...
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An Assessment of the Global Auto Industry: Â OEMs, Auto Suppliers, and Tire Companies
In this in-depth report, I will cover the following: Current state of the global auto industry including the Auto OEM, Auto-parts, and Tire...
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The Week That Was in NorthAsia@Smartkarma - Realty, Steel, & Mobile Games
This is "The Week That Was in NorthAsia@Smartkarma" for the week of March 20.This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
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Three Scenarios of Hyundai Motor Restructuring - Including the Latest One Raised by GS
As I have repeatedly said in my previous insights, Hyundai Motor Group is strongly motivated to make a restructuring move soon. Of course, it has...
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