Korea Stock Market Monthly Recap #37 (June 2019)
June was an action packed month with KOSPI recovering by more than 4%. Trump will be meeting numerous top Korean chaebol leaders including...
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U.S. Equity Strategy: S&P 500 Fails at Resistance
We remain skeptical of the market's upside potential, as we are not sure if anything actually changed in Fed policy, or as a result of the...
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Pricing the Strait: Positioning for a Potential Post-Conflict Market
Supply shocks from the Strait closure hit US airlines hard, driving JETS down. XLP and XLB also suffered from rising input costs and disruptions,...
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Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
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Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
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