Three Major Reasons Why Korean Casinos Are Likely to Outperform the Market This Year
We discuss three main reasons why we believe Korean casinos are likely to continue to outperform the market this year including a hedge against...
495 Views
Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
487 Views
NPS - Greater Emphasis of ESG Based Investing for Korean Stocks & Bonds Starting 2021
It has been reported in the past few days that NPS is likely to put a greater emphasis on ESG (environmental, social, & governance) based...
674 Views
Global Equity Strategy: Global Outlook Improving
Broad global indexes (MSCI ACWI, ACWI ex-U.S., and EAFE) are showing signs of bottoming due to positive short-term price inflections topside their...
608 Views
BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¦ SOUTH KOREA:...
582 Views