KOSPI200 Index Rebalance Preview: Review Period Complete & Trades Performing Well
The review period for the KOSPI200 Dec rebalance is complete and we see 6 potential adds and 8 potential deletes. Most are high probability changes...
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KOSPI200 Index Rebalance Preview: Two Changes in September; Five in December
We see 2 potential Fast Entry changes in September & then 5 more changes at the December rebalance. The adds are outperforming the deletes and the...
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KOSPI200 Index Rebalance Preview: Focus Shifts to December After a Fantastic June Review
We see 1 potential change in September and 3 potential changes at the KOSPI200 December review. Post the excellent returns at the June rebalance,...
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Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)
GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...
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Korean Spinoffs Trade Ideas Amid Trade Suspension on April 29
This post is intended to help formulate trade ideas on the three spinoff stocks in Korea before the trade suspension begins on April 29.
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