John Lee's Vietnam Fund
Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...
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Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
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Korea Stock Market Monthly Recap #5 - (August 2016)
Key Events in August - The launch of Galaxy S7 Note Smartphone, continued rebound of DRAM prices, the start of One-Shot Act, lingering concerns...
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Hyundai Motor Group - Opportunities in HoldCo Conversion Process
Last week, Korea's major opposition party was pushing for a bill to force all Korean conglomerates to cut their circular holding structure (cross...
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Hyundai Motor Group's Holding Co Conversion Scenario
Circular shareholding reform emerged as a major political issue in the wake of Korean Financial Crisis in 1998. “Economic Democratization” had...
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