Loading up in Korean Stocks
We touted adding to Korean long exposure for a break above the 330 resistance which unfolded yesterday. We are already heavily weighting the Kospi...
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Independent Research in Asia 2.0
This is a follow-up report of Mark Artherton's note The Future of Investment Research. The implementation of MiFID II is less than three months...
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EM Leadership Screen & Chart Book: Technically Attractive EM Stocks
This report highlights actionable EM stocks from across industries and regions. This week's report highlights the following: Latin America is...
463 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...
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BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
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