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Macquarie Korea Infra Fund (088980 KS)
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47
Analysis
Financials
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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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bearish
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Thematic (Sector/Industry)
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07 Jul 2016 16:42
Can "sexless" Korea Beat the Demographic Cliff and Maintain Its Credit Rating?
Recently announced industrial output figures for June suggest that Korea may be able to trade its way towards higher growth rates. However, at the...
Alan Greene
1.1k Views
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bullish
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Thematic (Sector/Industry)
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14 Jun 2016 10:23
Indonesia - Rising Bad Loans Not as Dire as Some Make Out
For sure NPLs are up in 1Q16 for Indonesia’s banks. But we are sanguine about the outlook for these banks, which rank well on most every measure in...
Daniel Tabbush
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1.3k Views
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bullish
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Thematic (Sector/Industry)
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31 May 2016 15:45
Korea Stock Market Monthly Recap #2 - (May 2016)
Our portfolio of top picks were up on average 9.5% in May versus KOSPI which was down 0.5% in the same period. Our top picks in the Korean...
Douglas Kim
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183 Views
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bearish
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Thematic (Sector/Industry)
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14 May 2016 07:55
What's All the Fuss About Quantitative Easing in Korea?
There have been lots of discussions in Korea's media about Korea's version of Quantitative Easing in the past several weeks, especially after...
Douglas Kim
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182 Views
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bullish
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Thematic (Sector/Industry)
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09 May 2016 03:24
Samsung Still Keeps an Eye on Korea's Medicare Privatization for Samsung Life and SDS
Proper understanding of SDS DilemmaFirst and Foremost, what we have to remind ourselves is this very important fact: Vice Chairman Lee and his two...
Sanghyun Park
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225 Views
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