Northeast Asia
2018 4
November 1
Year-End Review (2018) and Year-Ahead Outlook (2019) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay, Follow Up]
April 1
China’s U.S. Treasury Divestment: A Geopolitical Bluff or Strategic Suicide?
Type: [Daily Snack, Quick Note, Thematic Essay]
January 1
Hong Nam-ki, Virtual Currency Exchanges, and the Speculative Mislabeling of Cryptocurrency
Type: [Policy Brief, Quick Note, Thematic Essay]
2016 2
December 1
Fed Post-Liftoff Dossier: Employment Distortions, Oil Deflation, and the Macro Path of the KOSPI
Type: [Follow Up, Investment Memo]
June 1
China’s Trilemma: The Transparency Crisis and the Structural Failure of Hegemonic Ambitions
Type: [Thematic Essay, Philosophical Essay, Academic Paper]
2015 5
December 1
Fed Rate Liftoff, KOSPI Range-Bound Volatility, and the Year-End Resolution of Rate-Hike Uncertainty
Type: [Follow Up, Investment Memo]
September 3
The Inflation of College Degrees, the Declining Utility of Higher Education, and the Future of Employable Majors
Type: [Thematic Essay, Policy Brief]
The Anticipated Reprieve: The Fed's Rate Hike Postponement and Its Implications for the KOSPI
Type: [Thematic Essay, Follow Up, Investment Memo]
Will the Federal Reserve Raise Rates in September, and How Would U.S. Tightening Affect Korean Equities?
Type: [Thematic Essay, Investment Memo]
August 1
Real Estate Market Stimulus or Structural Bifurcation?
Type: [Daily Snack, Quick Note]