NPS Is Selling Big in Korea - Why?
NPS has been selling big in Korea in recent weeks. It was reported that NPS and other local pension funds sold nearly 6.5 trillion won of Korean...
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Strange Cases of Similarities Between the US Presidential & The South Korean Parliamentary Elections
In this insight, I discuss the strange cases of similarities of the US Presidential election in November 2020 and the South Korean Parliamentary...
371 Views
Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
262 Views
POSCO: Three Key Catalysts (Lithium Asset Revaluation, Share Buyback, & Steel Price Hike)
In this insight, we discuss three key catalysts for Posco, including the much higher revaluation of the company's lithium assets in Argentina, the...
372 Views
POSCO Chemical (1 Trillion Won Rights Offering - 20% of Market Cap)
There is likely to be a healthy demand for the rights offering of POSCO Chemical given its increasing competitiveness in the rechargeable battery...
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