Smartkarma’s Week That Was in JP/KR: Semiconductor Warnings, Exit of Chairman Cho, & 청년수당
In the past week, there were earnings warnings from three major players in the global semiconductor sector, including Samsung Electronics (005930...
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EM Strategy: Overweight Technology, Energy, and Health Care.
EM equities remain long-term leadership despite giving up some ground over the last month to developed markets. Given the intact relative strength...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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Summary of KOSPI200 & KOSDAQ150 Upcoming Reshuffle
As I said in my earlier comment, Samsung Biologics Co., Ltd (207940 KS) seems to be benefiting a lot from its inclusion in KOSPI200 index. Perhaps...
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MediSetter Interview: Insight on Opportunities in Asia's Healthcare Industry
Introduction to MedisetterI had the pleasure of interviewing Anirban Lahiri of Medisetter to discuss some of the opportunities present in Asia's...
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