EM Health Care:Â Late Cycle Rotation
Emerging Market Health Care allocations sit towards the lower end of their 7-year range. Current levels are off their 2015 highs by a margin, with...
439 Views
Reality Overwhelms Creative Accounting
Bombardier Inc (BBD/B CN)Â has recently fallen 38%, ThyssenKrupp AG (TKA GR) 18%Â and Celltrion Inc (068270 KS) 30%. Â In each case, the market was...
486 Views
Samsung BioLogics Trade Suspension: Short Celltrion/Long Samsung C&T
The FSC said it had found intentionality behind BioLogics’ breach of accounting rules. Hence, the FSC pressed criminal charges against BioLogics...
602 Views
Korea Stock Market Monthly Recap #30 (October 2018)
The Korean stock market fell sharply in October and KOSPI is down 13% this month. Nikkei is down 9% and S&P 500 is down 8% this month as well....
614 Views
Smartkarma’s Week That Was in JP/​​​​KR: Market Turbulence 10 Years After 2008, Coway, & Celltrion
The Korean and Japanese stock markets have fallen sharply in October. Nikkei is down 12% and KOSPI is down 14% in October. It has been 10 years...
413 Views