Will Jang Ha-Sung (Chief of Staff for Policy) & Kim Dong-Yeon (Deputy PM) Be Ousted? What's Next?
There has been a flurry of media reports in Korea in the past few days that have mentioned that Jang Ha-Sung (Chief of Staff for Policy) and Kim...
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Asian Equities: Model Portfolio Completes a Year; More to AI Picks and Shovels, Selectively to LLMs
​Our Model Portfolio rose 42.6% in the past year driven by with KR & TW tech. Worries about AI capex from LLMs & hyperscalers persist, but compute,...
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KRX Foreign Holding Weekly (May 15th): Samsung Electronics, SK Hynix, Mobis, Hyundai Motor
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Mobis, Hyundai...
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Korea Stock Market Monthly Recap #25 (May 2018)
May was a month full of surprises. The biggest surprise may have been the cancellation of the meeting with Kim Jong-Un by Trump, only to have Moon...
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A Major Surprise Second Meeting Between Moon Jae-In & Kim Jong-Un Today
Moon Jae-In and Kim Jong-Un met today for about two hours at the Panmunjeom on the border of North and South Korea. This second meeting in about a...
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