Emerging Markets: Legs to the Korea case or time to cash in?
We see growth trending higher in the cyclical parts of the economy through April on our models and nowcasts, and Korean industries are...
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Asian Autos: Increasing Exposure Reflects Rising Market Confidence
Improved sentiment in Asia Ex-Japan Autos sector as sustained increases in positioning from active funds continue through 2023.
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FSS Provides Further Details of Korean Companies That Plan to Change Dividend Payout System in 2024
There are 636 companies out of a total 2,267 listed companies in Korea (28%) that have confirmed that they will change their dividend payout system...
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The Stocks to Own in Asia – Vol. 43
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Three stock remains, 11 stocks added.
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GEMWeekly (4 Aug 2023): China, South Korea, Thailand Macro Data; Hyundai Motors, Kia Corp
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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