Korean Stock Market Sectors 2018 Review & 2019 Outlook
In this report, we review the major sectors' performance in the Korean stock market in 2018 and also provide our outlook for them in 2019. We...
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KRX Foreign Holding Weekly (May 22nd): Samsung Electronics, SK Hynix, Hyundai Motor, Mobis
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Hyundai Motor,...
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Smartkarma’s Week That Was in JP/KR: Market Turbulence 10 Years After 2008, Coway, & Celltrion
The Korean and Japanese stock markets have fallen sharply in October. Nikkei is down 12% and KOSPI is down 14% in October. It has been 10 years...
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Lithium 'Glut' Fears Overblown, as Solid State Battery Progress Slows…
‘Solid state batteries are already working in the lab, but bringing them to production is proving incredibly difficult…’ Dr. Ian Robertson, head...
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Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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