NPS Could Raise Investments in Korean Stocks in December 2022
At the end of September 2022, Korean stocks accounted for 13.6% of total assets of the NPS whose target for domestic stock exposure is 15.9% by end...
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Finding Leadership Within Emerging Markets
We are starting to see early signs of a potential bottom on $EEM. Specifically, the EEM has reversed topside its 6-month downtrend. If EEM has...
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Pullback Underway; Buy Ideas: Energy, Materials, Japan/India Motor Vehicles, Japan Health Care
Pullback Underway; Problem: U.S. Dollar $DXY, Global 10-Yr Sovereign Yields, and Commodities All on the Rise Again; Actionable Themes: Energy,...
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Investigating a Surge in AUM of Local Battery ETFs & Ongoing Sector Rally
This post investigates a recent surge in AUM of Korea's local secondary battery ETFs and how it may correlate with the ongoing sector rally.
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NPS Is Selling Big in Korea - Why?
NPS has been selling big in Korea in recent weeks. It was reported that NPS and other local pension funds sold nearly 6.5 trillion won of Korean...
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