Korea NPS Reportedly Finalized Additional 50 KOSPI Stocks in Its BM for Direct Management
This post investigates the 50 additional KOSPI stocks that Korea NPS has reportedly chosen for its benchmark index for direct management, called...
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NPS Raises Domestic Equity Allocations
NPS increased the strategic asset allocation (SAA) limit for domestic equities from the current 2% to 3%. As a result of this change, the sale of...
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Korea Shorts Data Analysis (#2): HLB, Fila Korea, DS Infracore, Helixmith, Korea Kolmar, & Cosmax
This is our second edition of the Korea Shorts Data Analysis. We broke down the Korean shorts data analysis that are available on KRX (data as of...
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A Comprehensive List of 50 Stocks Affected by a Prolonged Japan-South Korea Conflict
In this report, we provide a comprehensive list of 50 stocks (in the Korean stock market) that are affected the most by a prolonged conflict...
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EM Strategy: Overweight Technology, Energy, and Health Care.
EM equities remain long-term leadership despite giving up some ground over the last month to developed markets. Given the intact relative strength...
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