China Outbreak Theme: Winners and Losers
Not all stocks are losers for the China coronavirus contagion, Health And Happiness (H&H) (1112 HK) is a potential winner due to potential...
674 Views
Korea - Deepening Woes
Don’t be fooled by the strength of Korea’s labour market. It is a mirage created by the government. The Korean economy is headed only one way,...
759 Views
Putting The Strong Dollar In Perspective
The strength of the US dollar is a concern that is unlikely to go away any time soon. Understandably. Global US dollar purchasing power has been...
914 Views
Korea - Underweight
We are underweight Korean equities this year and it would seem increasingly with good reason. Growth might have revived in 2Q19 but the underlying...
612 Views
KOSPI 200 June 2019 Rebalancing:Â List of Addition/Deletion Candidates
Followings are the addition/deletion candidates in the upcoming June 14 KOSPI 200 rebalancing. At the moment, we have five strong candidates for...
978 Views