Lower Corporate Tax Rate in Korea Could Be an Extra Alpha Kicker
We believe that there is a relatively high probability that the Korean government will lower the highest corporate tax rate bracket from 25% to 22%...
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The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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NPS Is Selling Big in Korea - Why?
NPS has been selling big in Korea in recent weeks. It was reported that NPS and other local pension funds sold nearly 6.5 trillion won of Korean...
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NPS - Greater Emphasis of ESG Based Investing for Korean Stocks & Bonds Starting 2021
It has been reported in the past few days that NPS is likely to put a greater emphasis on ESG (environmental, social, & governance) based...
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