China's Nationwide Social Credit Score System in 2020 - How Will This Impact the Rest of Asia?
This is a follow-up to Stewart Paterson's intriguing note Has The New Cold War Started? Foreign Investors in China Take Note and Get Out. Stewart...
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China's Stricter Border Controls and Efforts to Crack Down on Daigou?
There have been increasing news and social media accounts in the past two days about the Chinese government increasingly cracking down on...
582 Views
LG Group Restructuring: Holdings a CLEAR 'LONG' & LGE 'Short' in Market Neutral Setup
It seems highly probable that Koo Bon-joon will take LGE VC unit's motor manufacturing along with LG Innotek's automotive electronics in an effort...
525 Views
Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
281 Views
Smartkarma's Week that Was in JP/KR: Takara Stub Trade, Activist in Korea, & Suruga Saga
In the country of Shohei Ohtani, the Takara Holdings stub trade drew the most attention from the Smartkarma community. Both Curtis Lehnert and...
340 Views