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,...
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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...
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An Update on Korean Consumers' Boycott of Japanese Products and Travel to Japan
It has been more than two months since the political conflict between Japan and South Korea has erupted. In this report, we provide an update on...
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Korea Stock Market Monthly Recap #39 (August 2019)
Our model portfolio was down net 0.3% in August (cash was 50% of our model portfolio) outperforming KOSPI which was down 2.8% in August. The...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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