Who Is Right in the Korean Stock Market? Foreign Investors or Local Retail Investors?
Something very interesting is going on in the Korean stock market, in a tug-of-war between the local retail investors and foreign investors in the...
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LINE’s “Acquisition” Would Accelerate Demae-Can’s Growth in the Japanese Food Delivery Market
The "acquisition" offers both the capital and a fairly big cross-selling opportunity for Demae-can to stay ahead of competition and accelerate...
346 Views
Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
302 Views
Naver, SoftBank's Savior Again? This Time with Coupang?
Elliott left Korea, but it didn't go very far. It chose Korea's closest neighbor, Japan, as its next stop. It is now sitting on SoftBank Group with...
410 Views
KOSPI200 and Samsung Capping - What's the Big Deal?
Much has been written about the Korea Stock Exchange Kospi 200 Index (KOSPI2 INDEX) capping rule that would affect Samsung Electronics (005930 KS)....
387 Views