Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
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TMI Indicators: Korea Relative Strength Continues, Exports Lift Sentiment & Housing Still Robust
Last month our leading indicators saw relative strength in Korea
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Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
359 Views
The Great Migration from Real Estate to Equities in the Cheapest Most Expensive Stock Market
South Korean President Moon Jae-in says it’s a “common global phenomenon” for the government to actively intervene in housing market issues by...
343 Views
KOSPI200 Index Review - A Few Surprises
The KRX announced the list of inclusions and exclusions to the Korea Stock Exchange Kospi 200 Index (KOSPI2 INDEX) today. The rebalance is...
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