John Lee's Vietnam Fund
Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...
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Tesla - Buy the Car, Sell the Stock
Much as we adore the revolutionary car and Musk's bold vision, Tesla is poised for extended share price weakness. In our view, Tesla's stock has...
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Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I
This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...
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Key Points of LG Chem & LG Life Sciences Merger
This is hardly a surprise. Immediately after LG Chem (LGC) acquired Dongbu Farm Hannong early this year, LG Chem unveiled its plan to acquire...
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VW - Is Audi Going After Tesla?
All of a sudden, Volkswagen (VW) appears to have, admittedly very quietly, declared war on Tesla. Not content with an all-electric SUV based on...
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