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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Strange Cases of Similarities Between the US Presidential & The South Korean Parliamentary Elections
In this insight, I discuss the strange cases of similarities of the US Presidential election in November 2020 and the South Korean Parliamentary...
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KRX Short Interest Weekly (Jun 26th): HyundaiAutoever, JEL, Hyundai Motor, MIRAE ASSET SEC
We analyzed KRX short interest report for the past week and highlighted short interest changes in HyundaiAutoever, JEL, Hyundai Motor, MIRAE ASSET...
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Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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