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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Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
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Whale Watching in the Korea Stock Market
There is an adage in the financial market that says, "Don't fight the FED." In the Korea Stock Market, there is an adage that says, "Don't fight...
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Money Matters: King Cnut and the PBOC.
King Cnute (995-1035) is largely recognized as one of the most effective of kings in the Anglo-Saxon period. His name is most often associated with...
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Money Matters: Turkey on the Brink?
Inflation data released in Turkey today is not encouraging. PPI rose nearly 3% MoM and now stands at 9.94% YoY. Oil price inflation will likely...
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