Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

Korea Stock Exchange Kospi Index (KOSPI INDEX)

<p>In <a href="https://www.smartkarma.com/insights/korea-ahead-of-consensus" target="_blank">Korea: Ahead of Consensus</a>, we made the case that despite heightened security risks, the South Korean economy and its stock market are holding up remarkably well and in line with our expectations. Chris Roberts, Head of Asianomics Technical Analysis, also penned a bullish note on the <a href="https://www.smartkarma.com/insights/korea-kospi-200-targeting-400" target="_blank">Korea Kospi 200</a>. While we watch  tensions in the Korean peninsula  the outlook for corporate earnings growth is improving, broadening and strengthening Korea's economic upswing.</p>

In Korea: Ahead of Consensus, we made the case that despite heightened security risks, the South Korean economy and its stock market are holding up remarkably well and in line with our expectations. Chris Roberts, Head of Asianomics Technical Analysis, also penned a bullish note on the Korea Kospi 200. While we watch  tensions in the Korean peninsula  the outlook for corporate earnings growth is improving, broadening and strengthening Korea's economic upswing.

Korea Economic Upswing and Earnings Outlook