In today’s briefing:
- Overview #31 – China Breaks Out and the USD Has Its Moment
- Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (1 to 15 August 2025)
Overview #31 – China Breaks Out and the USD Has Its Moment
- A review of recent events/data impacting our investment themes and outlook
- What the dollar bear market rally means for our themes
- The domestic Chinese market starts to rally, outperforming in Asia
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (1 to 15 August 2025)
- In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the two weeks ( to 1 August 2025).
- Hanwha Ocean (042660 KS) is up 46% in the past two weeks. It is the top performing stock in KOSPI in this period, as one of the top Korean shipbuilders.
- Top 10 picks in this bi-weekly include Kangwon Land, Hanil Cement, LG Uplus, Hyundai Elevator, Samsung Electronics, Hyundai Rotem, KT&G, HD Hyundai Heavy Industries, SM Entertainment, and LG Energy Solution.
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