KOSPI Size Indices - Plenty of Overlap With Other Index Flows
We currently forecast 52 changes for the KOSPI Size Indices. While there are few passive assets tracking these indices, they are used by active...
490 Views
No Foreigner ID/Trade Report Obligation Starting Dec 14: Impact on Event Trading in Korea
We finally have the official approval of the abolition of the foreign investor registration system/reporting obligations, which takes effect on...
584 Views
Korea: What Are Foreign Investors Buying & Selling?
Foreign investors have been buying stock in Korea and hold 32% of the KOSPI market cap and 8.5% of the KOSDAQ market cap. There is a big dispersion...
623 Views
Defensives Worthy of a Tactical Overweight; Buys in Global Health Care, Gold Miners, and Utilities
We have recommended shifting to defensives throughout Feb/March due to our belief that $93 will cap upside on $ACWI. We highlight buys within...
753 Views
Short Interest Movements (Q1 2023): HK, Korea, Taiwan, Australia
The Insight looks at movements in short interest across HK, Korea, Taiwan and Australia stocks over Q1 and highlights large increases/decreases in...
536 Views