Top-Down Analysis
2019 4
August 2
KOSPI Breaks Below 2,000: Verification of a Bear-Market Warning and Defensive Reallocation Call
Type: [Follow Up, Investment Memo]
January 1
Market Commentary: Stock Picks for a Value-Driven and Defensive Market
[Market Call: BUY]
Type: [Quick Note, 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]