Korean Economy Expands at a Slower Pace
Growth rises at a slower clip in 1Q16, expanding 2.8% y/y, from 3.1% y/y gain in 4Q15. External demand hurts growth: Exports fell 6.0% y/y in...
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Korea Stock Market Monthly Recap #2 - (May 2016)
Our portfolio of top picks were up on average 9.5% in May versus KOSPI which was down 0.5% in the same period. Our top picks in the Korean...
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Squeeze Ripples - Trade the Fade
Chartonics weekly Monday 30 May 2016Squeeze ripples - trade the fadeWe did get the touted S&P induced short squeeze in Europe and EM’s while re...
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What's All the Fuss About Quantitative Easing in Korea?
There have been lots of discussions in Korea's media about Korea's version of Quantitative Easing in the past several weeks, especially after...
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Asian Outlook and the Implications for Monetary Policy
Export growth remains lacklustre and mostly contractionary. The only bright spots for exports are Malaysia and Vietnam, but even Malaysia’s export...
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