Korean Won - Asia's Worst Performer In 2019
We bearish about Korea’s economic growth prospects this year and are underweight Korean equities in our relative regional portfolio. Add to this...
673 Views
Korea Interest Rates - Next Move Down
We expect interest rates will be declining by the end of the year. BoK Governor Lee Ju-yeol is running out of excuses not to ease monetary policy....
831 Views
No Upside For Korean Companies - Underweight
Korean overseas shipments are falling and so are export prices. Manufacturing inventory to shipment ratios are soaring and the sector itself has...
548 Views
Choreographing Peace: Moon Takes Another Big Step Forward with Kim Jong-Un
South Korea's President Moon Jae-in has effectively choreographed an end to the Korean War 65 years after it concluded in an armistice. Although...
453 Views
Korea - BoK To Stay On Hold For Rest Of 2018
In August the Bank of Korea left interest rates unchanged for the tenth month at 1.5%. No one was surprised. The central bank’s job is done. We...
403 Views