EM Tech: Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
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Foreign Investors Are Selling But Korea's Big Retail Investors Are Buying NCsoft, Why?
Apparently, quite a large number of investors are making their move to switch to NCsoft Corp (036570 KS) from Netmarble Games Corporation (251270...
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What's New About IPhone 8? OLED I8 Shortage but Slower Demand on LCD I8 Likely
SummaryOver the past few months, we have heard lots news on various new features on iPhone 8, but we believe some are likely, but many of these are...
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The Week That Was in NorthAsia@Smartkarma - Moon Wins, JPN Autos Report and Obayashi Rd Holders Lose
Korean coverage continued to focus on politics as this week the election of Moon Jae-In took centre stage with Douglas Kim and Prasenjit K. Basu...
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Samsung Restructuring Update - Newly Emerging Scenario & Regulatory Pushes
Samsung restructuring debate doesn't really seem to have ended. Among Korea's local investors, this just continues to be one of the topics that are...
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