Asian Equities: The Earnings Boom - Korea Taiwan, Malaysia, Tech and Basic Materials Rule the Roost
Asia-Ex-JP equities shift from valuation to earnings driven rally. KR & TW lead EPS est growth. Consumer sectors lag. Consumption sentiment...
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Curator's Cut: Korea Beyond Memory, SHEIN's Hong Kong Bow & TOPIX's Tailwind for Banks
Discover names outside memory in Korea, review SHEIN's IPO, and understand TOPIX's impact on small-cap Japanese banks in this fortnightly...
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Korea: Short Selling Is Back in March; Trade Ideas
Short selling in Korea commences from Monday. There will be a lot of interest in shorting stocks/sectors depending on how they have performed since...
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CTA Trend Picks in Taiwan, South Korea, and Japan
Trend followers are long Asian equities, but the mega-cap leaders are decelerating. If CTAs unwind, what survives? Hold strength at lower weights...
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Primer: Shinhan Financial Group Adr (SHG US) - Aug 2026
Shinhan Financial Group (SHG) is one of South Korea's largest and most diversified financial holding companies, with a leading position in...
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