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South Korea

Sep 10 2013

Navigating Reversals In The Emerging Markets

  • Sep 10, 2013

Identifying opportunities given this summer’s momentum reversals and currency vulnerabilities.

Jun 07 2013

Navigating The Perfect Storm In The South Korean Equity Market

  • Jun 7, 2013

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?