SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
347 Views
Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
241 Views
Foreign Investors Vs. Local Institutions in Korean Stock Market - Who Is Right?
Last month, foreign investors went on a buying spree in the Korea's second largest stock market, KOSDAQ. In contrast, they went on a selling spree...
1k Views
U.S. September Auto Demand: 18.6m Unit SAAR Beats Analyst Expectations, but at What Cost?
September SAAR shot up to 18.57m units, which is the strongest selling rate seen YTD and significantly above consensus analyst expectations for the...
105 Views
Impact of China Travel Ban Goes Well Beyond Travel - Winners and Losers in Korea, Japan and HKG
In March China banned group tour travel to South Korea in protest of the installation of the THAAD antimissile defense system. Chinese consumers...
131 Views