ETF
2022 1
January 1
KOSPI Breaks Below 2,700: Verification of the 2022 Structural Downturn Call
Type: [Follow Up, Quick Note]
2021 5
April 1
[News Roundup] Second Week of April 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
March 2
[News Roundup] Fourth Week of March 2021: Rates, Semiconductors, ESG, Logistics, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundup] Second Week of March 2021: Stimulus, Inflation, Semiconductors, Banks, Crypto, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
February 1
[News Roundup] Second Week of February 2021: Tesla, Bitcoin, Liquidity Rotation, Financials, and Consumer Reopening Themes
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
January 1
[News Roundup] Fourth Week of January 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
2020 2
March 1
COVID-19 Crash Dossier: Real-Time Market Notes on the KOSPI Collapse, Bottom-Fishing Calls, and the Pension Fund Shield
[Market Call: HOLD, OVERWEIGHT]
Type: [Follow Up, Investment Memo]
January 1
Year-End Review on Equities & Real Estate (2019)
Type: [Follow Up, Investment Memo]
2019 2
November 1
The Fed Cuts Rates Again: Why Korean Retail Investors Should Be Cautious About Chasing U.S. Stocks
Type: [Investment Memo, Follow Up]
August 1
KOSPI Breaks Below 2,000: Verification of a Bear-Market Warning and Defensive Reallocation Call
Type: [Follow Up, Investment Memo]