China Outbreak Theme: Winners and Losers
Not all stocks are losers for the China coronavirus contagion, Health And Happiness (H&H) (1112 HK) is a potential winner due to potential...
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Korea M&A Spotlight: HDC Hyundai Development Consortium to Acquire Asiana Airlines?
It was reported in numerous Korean media on November 8th that the HDC Hyundai Development Engineering & Construction (294870 KS) & Mirae...
370 Views
Korea - Deepening Woes
Don’t be fooled by the strength of Korea’s labour market. It is a mirage created by the government. The Korean economy is headed only one way,...
400 Views
Putting The Strong Dollar In Perspective
The strength of the US dollar is a concern that is unlikely to go away any time soon. Understandably. Global US dollar purchasing power has been...
466 Views
More Factual View on Aekyung/GS Partnership for Asiana
Aekyung was the only chaebol who publicly showed interest in Asiana. Now it looks like we have another chaebol chasing after Asiana. According to...
507 Views