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Macquarie Korea Infra Fund (088980 KS)
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South Korea
Macquarie Korea Infrastructure Fund invests in infrastructure assets in Korea and delivers returns to the shareholders. The investment assets include toll-roads, tunnels, subway, marine terminal port, and bridges.
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bullish
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Thematic (Sector/Industry)
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08 Sep 2016 10:00
Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
Nomadic Equity
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bullish
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Swire Pacific (A)
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07 Sep 2016 16:43
Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
Thomas Schroeder
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01 Sep 2016 04:37
Korea Stock Market Monthly Recap #5 - (August 2016)
Key Events in August - The launch of Galaxy S7 Note Smartphone, continued rebound of DRAM prices, the start of One-Shot Act, lingering concerns...
Douglas Kim
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bearish
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Thematic (Sector/Industry)
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31 Aug 2016 16:38
Making Sense of Chinese Investments in Africa
Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...
Bixmoor
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240 Views
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bullish
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Thematic (Sector/Industry)
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01 Aug 2016 15:19
Alpha Generation & Share Buybacks in Korea
Korean companies are showing increasing willingness to buyback shares. Korea Stock Exchange announced that from beginning of this year to as of 27...
Douglas Kim
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517 Views
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