Rich Men North of Richmond, Return of Mask Mandates, and New COVID Variants
In this insight, I discuss how the song Rich Men North of Richmond, return of mask mandates, and new COVID variant are all intertwined.
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Silicon2: Capital Raise of 300 Billion Won from CVC Capital
Silicon2 (257720 KS) has secured a third party allocated capital increase worth 300 billion won (representing 10.3% of market share) from CVC...
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Korean Prefs Outperforming Common Shares Amid Recent Bear Market in Korea
Amid the recent "bear market" in Korea in past two months, one of the noticeable trends has been the outperformance of many Korean preferred stocks...
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China's Zero COVID Policy: Confusions Remain on Exact Reopening Timeline - Impact on Korean Stocks
As a result of news of China potentially reopening its economy with reduced COVID restrictions sometime in 2023, the major reopening plays in Korea...
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A Look at How a Portfolio Composed of Our Top Five Innovators in Each Report Would Have Performed
Our datamining reports ranks companies within thematic based on innovation quality. We see strong outperformance in a portfolio built using the top...
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