The "H-Economic Belt" Of the Two Koreas
The two biggest stories in the Korean economy and stock market in the past several weeks have been the thawing of the relationship between the...
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Tightening Credit in Korea
The biggest story in the Korea's economy this week is whether or not Bank of Korea (BOK) will raise its base interest rate, which would be the...
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Industrial Capsule: Construction in South Korea
The South Korean construction industry is poised for a slowdown over the 2016-2021 period. After a wave of new apartment towers in recent years,...
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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...
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Daewoo E&C - Downside Risks Ahead (Part 1)
We believe that Daewoo Engineering & Constr (047040 KS) is exposed to further downside risks in the coming months. Despite the company's...
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