Noteworthy Flow Trend: Korea NPS Overweighting Local Equity
The NPS seems to have recently begun to overweight local equity, and this post investigates this significant flow trend and the stocks worthy of...
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CDC Ends Public Transportation Mask Mandate & Will the World Follow Shanghai or Vice Versa?
The CDC lifting the mask mandate is a key catalyst and other major countries are likely to follow the US in the coming months.
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Global Supply Chain Crisis - Signs of Thawing Out?
In this insight, we discuss about the increasing signs that the crisis involving the global supply chains may be thawing out.
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Pair Trade Setups of Korean Holdcos & Opcos
In this insight, we provide visual set-ups of the Korean stubs related pair-trades. We have included 40 pair trade set-ups of all the major Korean...
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Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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