SEC Levels and KOSPI Risk Points
SEC levels and KOSPI risk pointsThere is a good chance that SEC over reacted to the MS downgrade. A failure to recovery would have grave...
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Korea: Look Beyond Political Uncertainty
In a series of Insights, we have argued that despite political uncertainty, Korea is ahead of consensus. The export cycle is strong and resilient....
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The Market Sentimentalist - Winter Is Coming: Economic Pathways To World War III
IntroductionHBO’s successful series Game of Thrones has the phrase “Winter is coming” as its key tag line. It is not meant to reference a seasonal...
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Korea Economic Upswing and Earnings Outlook
In Korea: Ahead of Consensus, we made the case that despite heightened security risks, the South Korean economy and its stock market are holding up...
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Korea: Ahead of Consensus
Tensions in the Korean peninsula have risen this year, as the war of words between President Trump and Kim Jong-eun has escalated and North Korea’s...
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