North Korea's Doi Moi & Key Four Events To Look Out for in the Next Six Months
This report has two parts. First, I provide an overview of a seminar I attended on May 11th in Seoul presented by a North Korean defector about...
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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...
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The Week That Was In North Asia@Smartkarma: Peace on the Korean Peninsula, Elliott Vs. HMC, & Alpine
The biggest events in North Asia in the past week included the summit between Moon Jae-In and Kim Jong-Un, the battle between Hyundai Motor Group...
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Hyundai Engineering and Construction Trade Set Up
One would expect most of the good news on a N/S Korean sit down to be priced in. There is merit in the pattern in Hyundai E&C given a drift...
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Elliott Advisors Proposes More Concrete Corporate Governance Measures for the Hyundai Motor Group
On April 23rd, the Elliott Advisors proposed a comprehensive list of corporate governance measures for the Hyundai Motor Group including the...
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