South Korea
Sep
10
2013
Navigating Reversals In The Emerging Markets
Identifying opportunities given this summer’s momentum reversals and currency vulnerabilities.
Jun
07
2013
Navigating The Perfect Storm In The South Korean Equity Market
South Korea is facing a perfect storm of military threats, anemic economic growth both at home and abroad, a competitive threat from Japan’s depreciating currency, and a sell-off from a large ETF sponsor. Will its stock market decline further or is this an opportunity to do some bargain hunting?