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...
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Why Be Optimistic if the Payers Are Cautious?
Recent comments from one of the largest health insurers in the U.S. reinforce our view that management's expectations for Remsima (U.S. name...
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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...
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Korea Stock Market Monthly Recap #1 - (April 2016)
This is the first Korea Stock Market Monthly Recap, which we will attempt to publish on a monthly basis. The purpose our monthly recap are as...
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How Korea National Pension Fund Is Exerting Pressure on Companies to Raise Dividends
Korea National Pension Fund (KNPF), the third largest pension fund in the world, has been exerting more pressure on Korean companies to raise their...
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