Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
334 Views
Foreign Investors Vs. Local Institutions in Korean Stock Market - Who Is Right?
Last month, foreign investors went on a buying spree in the Korea's second largest stock market, KOSDAQ. In contrast, they went on a selling spree...
1.2k Views
U.S. September Auto Demand: 18.6m Unit SAAR Beats Analyst Expectations, but at What Cost?
September SAAR shot up to 18.57m units, which is the strongest selling rate seen YTD and significantly above consensus analyst expectations for the...
192 Views
Impact of China Travel Ban Goes Well Beyond Travel - Winners and Losers in Korea, Japan and HKG
In March China banned group tour travel to South Korea in protest of the installation of the THAAD antimissile defense system. Chinese consumers...
240 Views
Hyundai Motor and FiatChrysler? Believe ES Chung or Stock Brokers?
Western media has been focusing on Mr. Sergio Marchionne, CEO of FiatChrysler, who has been looking for a buyer to sell parts of FCA for some time...
264 Views