Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
475 Views
EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
391 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...
1.3k Views
Pullback Opportunity in South Korea
The two-month pullback in Korea KOSPI has created buying opportunities. In fact, this recent weakness is largely confined to auto and financial...
443 Views
Creation of Hanwha Machinery & Service Holdings, Impact on Galleria and Vision, & NAV of Hanwha Corp
The newly established entity (Hanwha Machinery & Service Holdings) will be incorporated on 1 August (the spin-off date). The listing date for...
413 Views