Korean Won - Asia's Worst Performer In 2019
We bearish about Korea’s economic growth prospects this year and are underweight Korean equities in our relative regional portfolio. Add to this...
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Korea Interest Rates - Next Move Down
We expect interest rates will be declining by the end of the year. BoK Governor Lee Ju-yeol is running out of excuses not to ease monetary policy....
765 Views
No Upside For Korean Companies - Underweight
Korean overseas shipments are falling and so are export prices. Manufacturing inventory to shipment ratios are soaring and the sector itself has...
486 Views