A Market Analysis of ESports in Korea
This is a follow-up report of Pelham Smithers Associates' note,ESports - Watch Out Japan Is (Finally) Coming to the Party. There are lots of...
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Reflection of Our Calls on Korea IPOs - Year of the Rooster
The Year of the Rooster (2017) is winding down. It is time for some reflection. In this report, we review the investment calls we made on the...
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Korea Stock Market Monthly Recap #20 (November 2017)
In November, there was continued sector rotation in Korea, with investors selling some of the market leading IT names and buying healthcare, media...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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Comprehensive List of Top 50 Beaten-Down THAAD Related Stocks That Are Recovering
THE BIGGEST STORY IN THE KOREAN STOCK MARKET RIGHT NOW IS NOT SAMSUNG ELECTRONICS OR PRESIDENT TRUMP VISITING KOREA FOR TWO DAYS, BUT RATHER THE...
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