Korea Stock Market Monthly Recap #19 - (October 2017)
In October, there was a massive rotation into the consumer sector, and the sector ETF was up 14.4% during the month. Since the last week of...
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Impact of China and South Korea Restoring Relations
It was announced on October 31st that the Chinese and South Korean governments plan to restore relations after more than a year of a bitter dispute...
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WWH Series- Caution on Trick Eye Effect
This is one of series of WWH (combining the initials of What's Going On, Why It Matters and How We Position), a shorter note format to Marsilea...
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2022 Olympics in Beijing, 2018 Olympics in Pyeongchang, & THAAD - Quid Pro Quo
The 2018 Winter Olympics in Pyeongchang, South Korea is only four months away. The 2022 Winter Olympics in Beijing is over four years away. The...
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Global Consumer Thinker#3: Korea Cosmetics-Part III
Global Consumer Thinker #1-#3 features Korea Cosmetics in three parts.Part I: How long-term fundamentals are evolving.Part II: Is China growth a...
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