Finally, Korea Launches English Search Service for All Disclosures Starting July 31st
This post details and assesses Korea FSS' announcement today about the launch of an English service feature for all disclosures starting from July...
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KOSPI Size Indices - Plenty of Overlap With Other Index Flows
We currently forecast 52 changes for the KOSPI Size Indices. While there are few passive assets tracking these indices, they are used by active...
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No Foreigner ID/Trade Report Obligation Starting Dec 14: Impact on Event Trading in Korea
We finally have the official approval of the abolition of the foreign investor registration system/reporting obligations, which takes effect on...
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Korea: What Are Foreign Investors Buying & Selling?
Foreign investors have been buying stock in Korea and hold 32% of the KOSPI market cap and 8.5% of the KOSDAQ market cap. There is a big dispersion...
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Defensives Worthy of a Tactical Overweight; Buys in Global Health Care, Gold Miners, and Utilities
We have recommended shifting to defensives throughout Feb/March due to our belief that $93 will cap upside on $ACWI. We highlight buys within...
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