The Week That Was in NorthAsia@Smartkarma: Toshiba, Tech, Trump, Trade (Oh, and Autos)
The Week That Wasin North Asia @Smartkarma is a rocur (rotating curator) effort by Douglas Kim, Mio Kato, CFA, Sanghyun Park, and yours truly,...
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South Korea: Are Better Days Ahead?
Economic growth surprises on the upside: Korea’s GDP expanded 2.9% y/y in 1Q17, up from 2.4% in 4Q17 and the strongest since 2015. Fixed capital...
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RoK Electoral Politics, the USS Carl Vinson, THAAD and the Rising Risk of Insanity from the DPRK
-China and North Korea's favoured candidate, the left/liberal Moon Jae-in (who does not support the deployment of THAAD unless the DPRK undertakes...
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The Market Sentimentalist: Developing Markets: Too Good To Be True?
SummaryDeveloping market equities have gotten off to a flying start this year. What makes this performance all the more impressive is that it has...
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South Korea: Over the Worst
Industrial production surged at its strongest annual pace since Jan 2013, growing 6.6% y/y in Feb 17 from 1.4% in Jan 17. Manufacturing output...
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