KB Financial – Bigger Is Not Always Better
* Weak First Quarter To Start Off Year: KB Financial Group (105560.KS/KB.US) [KB] reported 1Q20 results of KRW 729.5 bn, up KRW 194.8 bn or 36.4%...
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Where One Can Add to Shorts Today
This webcast runs through some ideas on instruments that are lagging some risk signals we outlined in Top Short Triggers in Asia for a Q1 Pullback...
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Taiwan & Korea - Tracking up Nicely
We are overweight Taiwan and underweight Korea in our relative regional equity portfolio in 2020. Both Taiwanese and Korean 4QGDP beat market...
440 Views
Fears of US-China Currency War and Flagging Global Growth Fuel Monetary Easing in EM
On 5 August, the Chinese currency finally broke the psychological threshold of 7 vs. USD. Later on the same day, the US State Department...
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China's Weak Domestic Demand Is Dragging Much of Asia into Recession; Stimulus No Help
It is only getting worse. China's imports contracted 8.5% YoY in May 2019 (the steepest decline in 3 years), and total vehicle sales contracted by...
788 Views