MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
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Korean Food & Beverage: An Outperforming Sector Beating Inflation & KOSPI
In this insight, we discuss the share price performances of the top 50 F&B companies in Korea and whether these Korean F&B companies could continue...
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Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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Korean Stock Market Sectors 2018 Review & 2019 Outlook
In this report, we review the major sectors' performance in the Korean stock market in 2018 and also provide our outlook for them in 2019. We...
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