Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
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Last Week in Blockchain & Cryptos: Bitcoin Hits a One-Year Low Amidst "Hash Wars"
Bitcoin (XBTUSD CURNCY)Â fell below the USD5,000 level yesterday (18th November) to a new one-year low. At the time this note is published, Bitcoin...
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North Korea's Doi Moi & Key Four Events To Look Out for in the Next Six Months
This report has two parts. First,  I provide an overview of a seminar I attended on May 11th in Seoul presented by a North Korean defector about...
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US-N. Korea Summit: A Turning Point For North Asia Thaw – What the Investors Should Watch For
The geopolitical risk revolving around North Korea nuclear tensions seems quickly moving into the beginning of an end. There is a high probability...
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Korea Stock Market Monthly Recap #24 (April 2018)
April 2018 will be remembered as one of the most memorable period in the history of the two Koreas, as Moon Jae-In and Kim Jong-Un met in their...
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