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....
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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
Korea Stock Market Monthly Recap #16 - (July 2017)
Among the sector ETFs in Korea, the best performing sectors in July included insurance (up 9.7%), energy & chemicals (up 7.4%), and steel (up...
215 Views
Korea Stock Market Monthly Recap #15 - (June 2017)
Among the sector ETFs in Korea, the best performing sectors in June included securities (up 11.2%), semiconductor (up 9.6%), and banks (up 9.3%)....
153 Views
RoK Electoral Politics, the USS Carl Vinson, THAAD and the Rising Risk of Insanity from the DPRK
-China and North Korea's favoured candidate, the left/liberal Moon Jae-in (who does not support the deployment of THAAD unless the DPRK undertakes...
175 Views