Pullback Continues; Japan & India Remain Attractive
Stick with Japan & India. $ACWI bounce at $86 would be ideal for the bullish case (i.e., establishing a higher low), but we could easily see a test...
591 Views
Finding Leadership Within Emerging Markets
We are starting to see early signs of a potential bottom on $EEM. Specifically, the EEM has reversed topside its 6-month downtrend. If EEM has...
457 Views
NPS Sells SK Bioscience, Naver, & LG Electronics and Buys Kakao Bank, Lotte Corp, & Samyang Foods
NPS moves the Korean stock market more than any other investor. In this insight, we discuss the recent buying and selling by the Korea National...
590 Views
Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2026
In this insight, I highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
204 Views
A Comprehensive Overview of Major Tender Offers in Korea in 2018
In this report, we provide a comprehensive overview of the eight major tender offers in Korea in 2018 including the ones below. This report is...
1.2k Views