Korea Stock Market Monthly Recap #11 - (February 2017)
Food for Thought - Is the major underperformance of semiconductor related stocks in Korea in February a short term blip or start of a major...
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US and China Push Their Respective Envelopes
South China Sea: US and China remain the key despite ASEAN efforts US blows hot and cold with China: Despite US Secretary of State Tillerson’s...
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Korean Govt Measures To Invigorate Domestic Consumption
On February 23rd, the Korean government announced numerous domestic consumption boosting measures. Among them included a discount of 30-50% on KTX...
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No Coal Exports from North Korea to China in 2017 - Turning Off the Money Spigot to North Korea?
Having followed North Korea for more than 20+ years, the announcement over the weekend that China will stop importing coal from North Korea from...
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Korea: Chaebol Under Pressure but Who Will Benefit? (Part 4 of 7)
Korea underperformed the main EM benchmark in 2016, but only by a very marginal amount. The main features of the market were the underperformance...
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