NAVER Corp: Back to the Lows
As part of a broader rotation out of South Korean equities, NAVER Corp has seen big declines in ownership among active Asia Ex-Japan investors. ...
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ChatGPT: A Mind Boggling Advancement in AI-Human Communication
ChatGPT is a mind boggling advancement in AI-human communication. I recommend EVERY reader of this insight to try out this service.
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An Update to Our Pair Trade Between Emart & Coupang
We discuss an update of pair trade between Emart (long) and Coupang (short). Emart is a value stock with its shares trading at 0.2x P/B (2023)....
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GEM Weekly: 2022 Yearend Edition
In our final weekly for the year, we look back at 2022 to see which GEM stocks, countries, and currencies out and underperformed, and look forward...
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GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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