EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
904 Views
China Partly Lifts Ban on Group Tours to South Korea
In a much-anticipated move, the Chinese government officially announced that it will partly lift the ban on group tours to South Korea. The group...
330 Views
Chinese Outbound Tourism in Oct: Improving China - South Korea Relationship
In October, the number of mainland Chinese flight passengers traveling overseas reached 2.14 mm, representing a 9% growth year-over-year. Ā Macau,...
329 Views
The Week That Was in NorthAsia@Smartkarma: Chips, Cars, Revisions
This week inĀ The Week That Was in NorthAsia@SmartkarmaĀ there were 50+ insights related to Japan and Korea outside hard events and IPOs/ECM which...
387 Views
WWH Series- Caution on Trick Eye Effect
This is one of series of WWH (combining the initials ofĀ What's Going On,Ā Why It Matters andĀ How We Position), a shorter note format to Marsilea...
359 Views