The Market Sentimentalist - Strategic Impatience
SummaryBack in December we argued that the outlook for South Korea equities was constructive, even allowing for the increased risk of a flare-up in...
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Trump's Thundering Tweets Take Korea to the Brink of War
Donald Trump tweeted on 3 January 2017, "North Korea just stated that it is in the final stages of developing a nuclear weapon capable of reaching...
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The Week That Was in NorthAsia@Smartkarma: Toshiba, Tech, Trump, Trade (Oh, and Autos)
The Week That Wasin North Asia @Smartkarma is a rocur (rotating curator) effort by Douglas Kim, Mio Kato, CFA, Sanghyun Park, and yours truly,...
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Japan's Stock Market & The 20,000 Level
Briefly, back in 1990, 20,000 was a support, not a resistance level, but since the market slumped through that marker in the 1992 sell-off, it has...
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Global Equity Seasonality: Unsplendiferous Summer
Seasonality Is a Many-Splendored Thing, but summer isn't so splendiferous.This is, of course, written with profuse apologies to Han Suyin, who...
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