Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
739 Views
Daelim Industrial Share Class: One of Prefs to Arb Trade on Div Payout Record Date
Daelim Industrial (000210 KS) is one of the main targets of local activist movement. This makes a setting for higher dividends. Common div yield...
808 Views
Will Jang Ha-Sung (Chief of Staff for Policy) & Kim Dong-Yeon (Deputy PM) Be Ousted? What's Next?
There has been a flurry of media reports in Korea in the past few days that have mentioned that Jang Ha-Sung (Chief of Staff for Policy) and Kim...
386 Views
Korea Stock Market Monthly Recap #24 (April 2018)
April 2018 will be remembered as one of the most memorable period in the history of the two Koreas, as Moon Jae-In and Kim Jong-Un met in their...
149 Views
The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
300 Views