Indonesia - Rising Bad Loans Not as Dire as Some Make Out
For sure NPLs are up in 1Q16 for Indonesia’s banks. But we are sanguine about the outlook for these banks, which rank well on most every measure in...
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Korea Stock Market Monthly Recap #2 - (May 2016)
Our portfolio of top picks were up on average 9.5% in May versus KOSPI which was down 0.5% in the same period. Our top picks in the Korean...
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What's All the Fuss About Quantitative Easing in Korea?
There have been lots of discussions in Korea's media about Korea's version of Quantitative Easing in the past several weeks, especially after...
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Samsung Still Keeps an Eye on Korea's Medicare Privatization for Samsung Life and SDS
Proper understanding of SDS DilemmaFirst and Foremost, what we have to remind ourselves is this very important fact: Vice Chairman Lee and his two...
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Korea Stock Market Monthly Recap #1 - (April 2016)
This is the first Korea Stock Market Monthly Recap, which we will attempt to publish on a monthly basis. The purpose our monthly recap are as...
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