Major Highlights from the Online Korea Fintech Week 2020 Conference
In this insight, we provide the main highlights of the online Korea Fintech Week 2020 Conference which has been open since May 28th. This is the...
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Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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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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