John Lee's Vietnam Fund
Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...
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Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part II
This is a collaborative report between Dylan Waller  and Douglas Kim . This is Part II of our report:Vietnam Vs. Korea (A Tale of Two Countries: 20...
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Korea Stock Market Monthly Recap #5 - (August 2016)
Key Events in August - The launch of Galaxy S7 Note Smartphone, continued rebound of DRAM prices, the start of One-Shot Act, lingering concerns...
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SK Telecom-Socar-KEPCO Vs. KT-Tesla-POSCO ICT In Korea's Connected Car Market
SK Holdings (034730) acquired 20% stakes in Socar (Korea’s largest car sharing company) for ₩59bil last November, and yesterday Korea’s largest...
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KEPCO Subsidiaries' Vastly Improved Earnings for 1H16 May Raise Negative Implications
KEPCO's 5 regional electric utility providers, KOSEP (Korea South-East Power), EWP (Korea East-West Power), WP (Korea Western Power), KOMICO...
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