International Relations
2021 9
January 2
[News Roundups] Fourth Week of January 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
2019 1
August 1
KOSPI Breaks Below 2,000: Verification of a Bear-Market Warning and Defensive Reallocation Call
Type: [Follow Up, Investment Memo]
2011 1
May 1
Geopolitical Liquidation and Equity Correlation: Macro-Driven Thesis on Hyundai Steel
[Market Call: BUY]
Type: [Daily Snack, Policy Brief, Investment Memo]