KOSPI200 Rebalance - What's In Store for Bottom 10%?
This is a follow-up to Brian Freitas' insight KOSPI200 Rebalance Preview - The Early Bird Gets the Worm. In our analysis, we highlight 10 potential...
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Digital Finance in Korea: New Laws Coming in 2020 & Credit Bureau Industry
The Amendments to the so-called "Three Data Privacy Laws" were finally approved by the National Assembly of Korea on January 9, 2020. Two months...
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EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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🇰🇷🇯🇵 That Was The Week That Was • North Asia 12th ~18th August 2019 @Smartkarma
• TW3 NORTH ASIA 12~18 AUGUST •Smartkarma's North Asian Insight providers produced 20 new Insights this week, evenly split between 'bullish' and...
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Duzonbizon - Time to Take Profits; Company Buying a Big Building Destroying Value
Duzonbizon (012510 KS) has been one of the best-performing stocks in Korea this year (up 43% YTD). Now, we believe the timing is ripe to take...
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