Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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Who Is Right in the Korean Stock Market? Foreign Investors or Local Retail Investors?
Something very interesting is going on in the Korean stock market, in a tug-of-war between the local retail investors and foreign investors in the...
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LINE’s “Acquisition” Would Accelerate Demae-Can’s Growth in the Japanese Food Delivery Market
The "acquisition" offers both the capital and a fairly big cross-selling opportunity for Demae-can to stay ahead of competition and accelerate...
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Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
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Naver, SoftBank's Savior Again? This Time with Coupang?
Elliott left Korea, but it didn't go very far. It chose Korea's closest neighbor, Japan, as its next stop. It is now sitting on SoftBank Group with...
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