South Korean Flight. GEM Investors Scale Back Allocations
Allocations in South Korean stocks have hit their lowest levels in at least 8-years among GEM active managers. Average holding weights have...
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US Auto Demand in August: Strong U.S. SAAR Driven by Labor Day Weekend Kickoff
August SAAR of 17.07m units (+0.8% YoY, +1.1% MoM) were driven largely by two factors according to our observations: Rising incentives and the...
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KRX Foreign Holding Weekly (Jun 5th): Samsung Electronics, SK Hynix, LG Electronics, NAVER
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, LG Electronics,...
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Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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