EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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Launch of the First CJ Olive Young Cosmetics Store in Pasadena, CA - Why Is This A Key Catalyst?
The launch of the first CJ Olive Young cosmetics stores in Pasadena, California, could serve as a positive catalyst for the Korean cosmetics...
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China Allows Group Tours from Wuhan to Korea
It was reported in numerous Korean media outlets after the market close today that the Chinese government announced that it will allow group tours...
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China Promises Reduced Retaliation Against South Korea Due to THAAD
On Friday (March 30th), a top Chinese envoy, State Councilor Yang Jiechi, promised that China will reduce retaliation against South Korea due to...
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Update on Korean Cosmetics Industry
Update on Korean cosmetics industry Adding to Ally Park’s fantastic notes regarding the Korean cosmetics industry, I wanted to follow up with some...
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