Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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Chinese Government Announces a No-Visa Policy for South Korean Citizens Entering China
The Chinese government suddenly announced it will waive visa requirements for South Korean citizens entering China. This is likely to have a major...
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SHEIN: Several US Customs Broker Suspensions Tied to Tighter 'de Minimis' Rules
US Customs and Border Protection has tightened the rules under which SHEIN and Temu import cheap goods into the US. As a result, six US customs...
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China's Tourism Recovery Versus Other Major Tourist Sources in Asia: Delayed, Not Slower
In this insight we compare China's progress toward restoring outbound tourism activity to the progress shown by other major tourist sources in the...
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Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries
I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.
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