Higher Milk Demand in Korea, Lots of Lattes, & John Robbins of Baskin Robbins
According to the Korea Dairy Association, milk demand (volume) rose to 1.38m tons in 2016, up 2.8% YoY. This was the first time that milk demand...
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Korea's Holdco Candidates: One of the Best Performing Groups in Asia YTD & "Mr. G. Shepherd"
The Korean Holdco Conversion Candidates have been one of the best performing groups in the Korean and Asian stock markets YTD. In our previous...
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Korea Stock Market Monthy Recap #13 - (April 2017)
We are introducing a new idea for our regular Korean monthly, which is the "PICK OF THE MONTH" - ONE investment idea which we believe strongly that...
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Korea Stock Market Monthly Recap #12 - (March 2017)
Former President Park Geun-Hye was officially impeached in March. This will mark a major turning point in Korean politics, with the conservatives...
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Visit to Din Tai Fung in Gangnam
There once was a time (before Starbucks, McDonald's, and Dominos) when only a few people really thought coffee, hamburgers, and pizza franchises...
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