2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
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Hon Hai Attacks Samsung for What?
What is Hon Hai really thinking about its decision to stop supplying Sharp's LCD panels to Samsung?Let's first check the below data: Sharp produces...
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SK Hynix & Seagate JV - What More Need To Be Done?
SK Hynix was reported to be seeking a partnership (JV) with Seagate. In fact, SK Hynix, in a regulatory filing on Dec 14, confirmed that it is...
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The Foodservice Delivery Gold Standard: Market Drivers and Insights from South Korea
Foodservice delivery is a hot industry, but nowhere is delivery booming more than in South Korea, a market in which hyper-connectivity, an advanced...
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President Park's Impeachment Is Passed - Impact on Korea's Chaebol Restructuring Stocks
President Park’s impeachment was passed by the parliament. Now, Korea’s Constitutional Court will review the legitimacy of this motion to impeach...
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