Asian Equities: The Earnings Boom - Korea Taiwan, Malaysia, Tech and Basic Materials Rule the Roost
Asia-Ex-JP equities shift from valuation to earnings driven rally. KR & TW lead EPS est growth. Consumer sectors lag. Consumption sentiment...
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Primer: Korea Electric Power (KEPCO) (015760 KS) - Aug 2026
Dominant Market Position with Regulatory Risk: KEPCO operates as a near-monopoly in South Korea's electricity sector, owning the transmission...
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Korea Short Sell Ban: Not a Lot Covered on Monday; Shorts Holding On?
Not a lot of shorts were covered on Monday. There could be more covering in the near term as the market drifts lower. KOSPI200 underperformed...
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Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries
I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.
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This Week in AI (Sep 13-19): OpenAI Delays IPO Hopes; AI Slowdown Debate Hits Markets
This week in AI: OpenAI pushed IPO expectations beyond 2026, the AI slowdown debate reached markets and policy, and Chinese labs kept shipping models.
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