John Lee's Vietnam Fund
Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...
407 Views
Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
574 Views
Korea Stock Market Monthly Recap #5 - (August 2016)
Key Events in August - The launch of Galaxy S7 Note Smartphone, continued rebound of DRAM prices, the start of One-Shot Act, lingering concerns...
238 Views
Start of One-Shot Act - The Good, Bad, and the Ugly
The "One-Shot Act" (also called The Special Act on the Corporate Revitalization) effectively started in Korea on 16 August when Hanwha Chemical...
1.2k Views
Alpha Generation & Share Buybacks in Korea
Korean companies are showing increasing willingness to buyback shares. Korea Stock Exchange announced that from beginning of this year to as of 27...
640 Views