Primer: Hanwha Aerospace (012450 KS) - Aug 2026
Dominant Player in a Resurgent Market: Hanwha Aerospace is rapidly capitalizing on the global rearmament cycle, transforming from a domestic...
113 Views
Asian Equities: Valuation Mean Reversion Done for Some Markets, Not for Others
All Asian market valuations barring TW are near or below long-term mean. KR and CN seem set to rerate. HK and India could remain depressed as long...
112 Views
Asian Equities: Relative Value Trades After This Dislocation
Asian markets present relative value trade opportunities due to sharp dislocations in valuations. TW may correct more, KR could rerate. Long Indo...
322 Views
Asian Equities: How Critical Are FII Flows for Asia, and in Which Markets Are They Likely to Revive?
Foreign fund flows are not the main drivers of several Asian markets. TW & KR show the least correlation & India the most. KR & TW could see near...
369 Views
Asian Equities: Korea - If Not Memory, Then What?
KR memory giants have driven equity crash, but many non-tech firms show strong growth, cheap valuation, healthy balance sheets & EPS upgrades. We...
203 Views