Who Is Right in the Korean Stock Market? Foreign Investors or Local Retail Investors?
Something very interesting is going on in the Korean stock market, in a tug-of-war between the local retail investors and foreign investors in the...
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Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
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This Month in Blockchain & Cryptos: Bitcoin Price Rally in 2020, OverFuture's Digital IPO, & Vakt
Both Bitcoin and gold prices are rallying this year and this is probably a sign of a HEDGE against political instability in China, in our view....
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KRX Foreign Holding Weekly (Jun 12th): Samsung Electronics, SK Hynix, SKSQUARE, Samsung Elec (PREF)
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, SKSQUARE, Samsung...
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What Is Korea National Pension Fund Buying & Selling?
There have been a plethora of announcements in the past few days about the changes to the ownership of many Korean companies held by Korea National...
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