Korea Stock Market Monthly Recap #6 - (September 2016)
The six major events in the Korea Stock Market in September were as follows: LG Chem-LG Life Sciences merger, Hanjin Shipping applying for court...
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Korea's Foreign Direct Investment Trend
LS Cable & System Asia Ltd (229640 KS) and Hwaseung Enterprise Co. are two Vietnam related stocks that will be listed on the Korea Stock Market...
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Asia Equities: Model Portfolio Changes - More to Chinese EV Supply Chain, Less to AI Losers
​Our AxJ Model Portfolio outperformed MXASJ, driven by KR & TW tech, KR defense, industrials. We now exclude Tencent Music, Xiaomi, add CNOOC,...
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John Lee's Vietnam Fund
Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...
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Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller  and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
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