Asia: Global Investors Lose Faith
Global managers are at their lowest ever allocation in Asian equities. From a peak of over 17% in 2018, average exposure has fallen to just 12.94%.
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Cargo Truckers Strike, Post Office Couriers Strike, & More Strikes Likely in Korea in 2022
Amid the global markets chaos, there has been a huge truckers strike in South Korea, causing havoc across many industries.
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Samsung Electronics Yearend Special Dividend Projections
This post calculates Samsung Electronics' yearend special dividends based on the local street consensus projections and explains why we currently...
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GEM Weekly (3 Jun 2022): Chinese PMI Data, Indian GDP Growth; Samsung Electronics, Geely Auto
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Winia Aid IPO Valuation Analysis
Our base case valuation of Winia Aid is target price of 21,724 won per share, which is 34% higher than the high end of the IPO price range. We...
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