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...
476 Views
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...
364 Views
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...
408 Views
Korea Stock Market Monthly Recap #19 - (October 2017)
In October, there was a massive rotation into the consumer sector, and the sector ETF was up 14.4% during the month. Since the last week of...
304 Views
2022 Olympics in Beijing, 2018 Olympics in Pyeongchang, & THAAD - Quid Pro Quo
The 2018 Winter Olympics in Pyeongchang, South Korea is only four months away. The 2022 Winter Olympics in Beijing is over four years away. The...
425 Views