Korea: Look Beyond Political Uncertainty
In a series of Insights, we have argued that despite political uncertainty, Korea is ahead of consensus. The export cycle is strong and resilient....
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The Market Sentimentalist - Winter Is Coming: Economic Pathways To World War III
IntroductionHBO’s successful series Game of Thrones has the phrase “Winter is coming” as its key tag line. It is not meant to reference a seasonal...
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Korea Economic Upswing and Earnings Outlook
In Korea: Ahead of Consensus, we made the case that despite heightened security risks, the South Korean economy and its stock market are holding up...
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Korea: Ahead of Consensus
Tensions in the Korean peninsula have risen this year, as the war of words between President Trump and Kim Jong-eun has escalated and North Korea’s...
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Korea to Double on Re Rating
Korea is one of our melt up picks in Asia along with the Nikkei. We continue to see evidence that Korea will surprise to the upside given the...
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