Asian Alpha Hedge Portfolio (March, 2026)
While we do not believe that the Iran conflict is close to a resolution, we believe that the U.S. side needs to reach one, and that will eventually...
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OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
630 Views
Korea Exchange Announces 8 Major Incentives for Selected Excellent Value-Up Companies
On 11 February, the Korea Exchange announced eight major incentives for selected excellent Corporate Value Up companies every May starting this year.
621 Views
A Country Without Shareholder Rights (주주 권리가 없는 나라) - A Book Review
This insight is a book review of 주주 권리가 없는 나라 (A Country Without Shareholder Rights), which is one of the best books on the corporate governance in...
993 Views
Using Smartkarma/OWL ESG Analytics to Narrow Down List of Corporate Activism Targets in Korea
We discuss how to use the OWL ESG Analytics (available on Smartkarma) to narrow down the list of companies that could be the next targets of...
710 Views