2021 12

January 2

[News Roundup] Fifth Week of January 2021: COVID Endemicity, Semiconductors, Short Selling, ESG, and Real-Estate Policy
[News Roundup] Fourth Week of January 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation

2020 7

March 3

COVID-19 Crash Dossier: Real-Time Market Notes on the KOSPI Collapse, Bottom-Fishing Calls, and the Pension Fund Shield
KOSPI’s Historic Back-to-Back Rise
Retail Investors Attempting to Catch a Falling Knife: A Mid-Crash Audit of Margin Debt, Forced Liquidations, and Cash-Rich Inflows in Korean Equities

February 2

Soaring Seoul Home Prices Push Presale Rights Higher: Credit Controls, Cash Barriers, and the Collapse of Housing Mobility
Is the Wuhan Pneumonia Panic Detached from Fundamentals?

January 2

A Belated Year-Ahead Outlook on Equities & Real Estate (2020)
Year-End Review on Equities & Real Estate (2019)

2019 6

November 1

The Fed Cuts Rates Again: Why Korean Retail Investors Should Be Cautious About Chasing U.S. Stocks
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