In today’s briefing:
- From Tariff Tantrum to Treasury Turbulence
- Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (6 June to 20 2025)
From Tariff Tantrum to Treasury Turbulence
- Investor concerns have shifted from Trump’s tariff tantrum to turbulence in the US treasury market. This does not spell the end of the bull market.
- While headlines scream about the CBO projection of a sharp jump in US public debt, the high yield market remains calm. Investors should decide who to follow.
- Bond vigilantes may be active right now but the Fed retains the ability and the precedent to stabilise the market if needed.
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (6 June to 20 2025)
- In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks (6 to 20 June 2025).
- The top three picks in the past two weeks included Samsung C&T, Amorepacific Holdings, and Samsung Securities . They were offset by poor performances by Nongshim and Krafton.
- The top 10 picks in this bi-weekly include Amorepacific Holdings, LG Corp, Hyundai Elevator, CS Wind, SK Hynix, Korea Investment Holdings, Samsung F&M Insurance, JYP Entertainment, HiteJinro, and SK Inc.
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