The Week That Was in NorthAsia@Smartkarma: Theatre of the Absurd, AxE, and Mount Paektu
North Korea continues to threaten the world with its nuclear weapons and ICBM missile tests. Yesterday, North Korea launched another long-range...
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Pullback Opportunity in South Korea
The two-month pullback in Korea KOSPI has created buying opportunities. In fact, this recent weakness is largely confined to auto and financial...
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Korea Stock Market Monthly Recap #17 - (August 2017)
August was a good month for our model stock portfolio, which was up 1.0% versus KOSPI which was down 1.6% during the same period. At end of July,...
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Korea Stock Market Monthly Recap #16 - (July 2017)
Among the sector ETFs in Korea, the best performing sectors in July included insurance (up 9.7%), energy & chemicals (up 7.4%), and steel (up...
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Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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