Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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South Korean Banks: Continuing Systemic Improvement Though It Pays to Be Selective
South Korea's Banking Sector has made more progress fundamentally over the last five years versus say a market such as Taiwan, even China, or...
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Smartkarma Originals
Bank M&A in Asia – a Decade in Review
Several countries are pushing for more M&A in Asian banking as a way to ameliorate risks (India) or to possibly compete more regionally...
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South Korean Banks: You Back the Big Prices, Not the Favourites
South Korean banks are called many things. Dull, boring, mediocre...the terms of endearment are endless. Perhaps even solid on a good day. "Value...
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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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