Korean Government Announces 109 Trillion Won in Spending Measures to Boost Birth Rates
South Korea is following in the footsteps of Japan in declining birth rates. Unless radical steps are taken (or if there is unforeseen macro event...
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Bullish EM's
Bullish above EEM 35Our July transition from bearish to bullish was brought forward on the S&P rise above 2,130 with pullback support at...
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Can "sexless" Korea Beat the Demographic Cliff and Maintain Its Credit Rating?
Recently announced industrial output figures for June suggest that Korea may be able to trade its way towards higher growth rates. However, at the...
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Korea: Economy Rebounds, but Upside Will Be Limited
Economic activity higher: Industrial production expanded 4.3% y/y in June from a decline of 2.6% in May. Retail sales increased 4.1% y/y in May...
200 Views
Close Out the Shorts on Korean Construction Stocks?
The four major construction stocks in Korea Hyundai Engineering & Const, Hyundai Development Co Engg & Cnstn, Gs Engineering &...
395 Views