Korea Stock Market Monthly Recap #17 - (August 2017)
August was a good month for our model stock portfolio, which was up 1.0% versus KOSPI which was down 1.6% during the same period. At end of July,...
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Alibaba Vs. Amazon in Korea
There are increasing indications that suggest that Alibaba and Amazon, the two largest e-commerce companies in the world, are ready to enter the...
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The FTC Is Going After Major Retailers With Burdensome New Rules
The FTC (Fair Trade Commission) announced comprehensive new rules over this past weekend targeting the major retailers in Korea. These new rules...
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Revisiting Our Basket of Amazon Related Shorts in the Korean Retail Sector
In this report, we revisit our basket of Amazon related shorts in the Korean retail sector. On July 7th, we recommended going negative on a basket...
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A Significant Increase in Minimum Wage in Korea
On July 15th, the Korean government announced the minimum wage of 7,530 won per hour starting 2018, up 16.4% YoY. This represents one of the...
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