Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
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Why Is the Death Rate of COVID-19 Nearly 6x Higher in the U.S. Than in South Korea?
This insight includes two-part sections. First, we discuss why the death rates of COVID-19 are nearly 6x higher in the U.S. as compared to South...
525 Views
EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
476 Views
Visit to the G-Star Game Exhibition in Busan
I visited the G-Star game exhibition in Busan last Thursday (November 14th), which is the largest game exhibition held annually in Korea. The...
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South Korean Flight. GEM Investors Scale Back Allocations
Allocations in South Korean stocks have hit their lowest levels in at least 8-years among GEM active managers. Average holding weights have...
853 Views