Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

KOSDAQ Global Rebalancing This Week: Trading Considerations

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

<ul>
<li>NPS has expressed concerns about the wide risk range of the KOSDAQ 150 index, and there has been speculation about whether they will take advantage of the KOSDAQ Global Index.</li>
<li>The launch of these ETFs should be closely watched as it could potentially be a turning point in the investment patterns of local pension funds in KOSDAQ.</li>
<li>It may be worth considering the constituents included in this index where the NPS ownership stake does not reach 5%.</li>
</ul>


NPS has expressed concerns about the wide risk range of the KOSDAQ 150 index, and there has been speculation about whether they will take advantage of the KOSDAQ Global Index.
The launch of these ETFs should be closely watched as it could potentially be a turning point in the investment patterns of local pension funds in KOSDAQ.
It may be worth considering the constituents included in this index where the NPS ownership stake does not reach 5%.


코스닥 글로벌 지수 ETF 출시로 국민연금 코스닥 벤치마크 변화 가능성

Posco DX

코스닥 글로벌 지수 ETF 출시로 국민연금 코스닥 벤치마크 변화 가능성