Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
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Whale Watching in the Korea Stock Market
There is an adage in the financial market that says, "Don't fight the FED." In the Korea Stock Market, there is an adage that says, "Don't fight...
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How Trump Could Change the Oil Game
After a few months of thinking, I’ve been getting steadily more bearish on just about everything as the biggest political change in years happens...
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Growth of M&A Activity Signals Positive Outlook for Oil and Gas in 2017
M&A deal volume in the oil and gas sector (1) increased markedly in 2016 both in the US by 67% (YoY) and globally by 50% if using normalised...
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Korea Stock Market Monthly Recap #9 - (December 2016)
The economic hope post Trump win continued to play out in the global equity markets in December. Dow Jones Industrial Average was up 3.3% and...
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