South Korean Flight.Ā GEM Investors Scale Back Allocations
Allocations in South Korean stocks have hit their lowest levels in at least 8-years among GEM active managers.Ā Average holding weights have...
853 Views
š°š·šÆšµ That Was The Week That Was ā¢ North Asia 12th ~18th August 2019 @Smartkarma
ā¢ TW3 NORTH ASIA 12~18 AUGUST ā¢Smartkarma's North Asian Insight providers produced 20 new Insights this week, evenly split between 'bullish' and...
578 Views
MS-South Korea Index Earning Revision (May): ECOPRO, HD HYUNDAI, SK, SKSQUARE, SK Innovation
We analyzed MS-South Korea's consensus for May 2026 and highlighted changes of EPS in ECOPRO, HD HYUNDAI, SK, SKSQUARE, SK Innovation, SK Hynix,...
134 Views
EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness.Ā Although the MSCI EM's price index...
1.3k Views
Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive.Ā Relative to MSCI ACWI however,...
1.1k Views