Risk Assessment
2026 1
March 1
Retail Demand for Korean Treasury Bonds and What It Signals for Housing
Type: [Daily Snack, Quick Note]
2020 1
February 1
Is the Wuhan Pneumonia Panic Detached from Fundamentals?
[Market Call: UNDERWEIGHT]
Type: [Quick Note, Investment Memo]
2018 2
December 1
First Time Accessing My HTS in Almost a Year: Large-Cap Compression and Emerging Long-Term Entry Points
[Market Call: BUY]
Type: [Quick Note, Investment Memo]
November 1
Year-End Review (2018) and Year-Ahead Outlook (2019) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay, Follow Up]
2016 1
December 1
Fed Post-Liftoff Dossier: Employment Distortions, Oil Deflation, and the Macro Path of the KOSPI
Type: [Follow Up, Investment Memo]
2015 4
December 1
Fed Rate Liftoff, KOSPI Range-Bound Volatility, and the Year-End Resolution of Rate-Hike Uncertainty
Type: [Follow Up, Investment Memo]
September 2
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]