Korea Stock Market Monthly Recap #11 - (February 2017)
Food for Thought - Is the major underperformance of semiconductor related stocks in Korea in February a short term blip or start of a major...
307 Views
Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
534 Views
Whale Watching in the Korea Stock Market
There is an adage in the financial market that says, "Don't fight the FED." In the Korea Stock Market, there is an adage that says, "Don't fight...
401 Views
Stark Reality of VR Market - Telcos Are Pushing VR for 5G in Korea
Virtual Reality (VR) is not really taking off. We had and we are still having high expectations on VR, but the actual sales numbers are quite...
1.5k Views
Korea Stock Market Monthly Recap #9 - (December 2016)
The economic hope post Trump win continued to play out in the global equity markets in December. Dow Jones Industrial Average was up 3.3% and...
598 Views