Screening the Silk Road: Q2 2020 Small-Mid Cap High Risk Names to Avoid
Deteriorating credit metrics continue to support our view that the level of risk is increasing within the small-mid cap universe. Our screen...
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LNG Projects Update: >60mtpa Sanctioned and Likely to Far Exceed 100mtpa of FIDs in 2019
The volume of projects that have taken final investment decision this year has already exceeded most consultants forecasts from the beginning of...
811 Views
Will Jang Ha-Sung (Chief of Staff for Policy) & Kim Dong-Yeon (Deputy PM) Be Ousted? What's Next?
There has been a flurry of media reports in Korea in the past few days that have mentioned that Jang Ha-Sung (Chief of Staff for Policy) and Kim...
480 Views
The "H-Economic Belt" Of the Two Koreas
The two biggest stories in the Korean economy and stock market in the past several weeks have been the thawing of the relationship between the...
273 Views
Tightening Credit in Korea
The biggest story in the Korea's economy this week is whether or not Bank of Korea (BOK) will raise its base interest rate, which would be the...
347 Views