Korea Stock Market Monthly Recap #49 (June 2020)
Review of Top 10 Issues Related to Korean stock market, economy, & politics in June 2020: SK Biopharm IPO SK Holdings downgrade Capital gains...
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Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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Korea M&A Spotlight: Estee Lauder Acquires Have & Be for More Than $1 Billion
Estee Lauder Companies Cl A (EL US) announced on November 18th that it will purchase a 66.7% stake in Have & Be Co., a leading Korean cosmetics...
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Pumtech Korea IPO Preview
Pumtech Korea Co Ltd (251970 KS), the second largest manufacturer of cosmetics containers in Korea, is getting ready for an IPO in the next several...
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EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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