Korea - Not Out Of The Woods
Korea may have returned to growth in the third quarter but the economy is not out of the woods. Job losses are mounting while companies remain...
301 Views
Korea - BoK Growth Scenarios
The Korean economy is slowly recovering from the Covid-19 shock but the outlook is uncertain. The central bank is decidedly bearish – forecast...
265 Views
Korea - Moon's Easy Wins, Hard Battles
Korea’s ruling coalition government swept this month’s national assembly elections and President Moon’s approval ratings have soared on the back of...
286 Views
Taiwan & Korea - Tracking up Nicely
We are overweight Taiwan and underweight Korea in our relative regional equity portfolio in 2020. Both Taiwanese and Korean 4QGDP beat market...
355 Views
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...
620 Views