Fixed Income Analysis
2021 10
January 2
[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 1
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]
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]
2018 1
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 1
December 1
Fed Rate Liftoff, KOSPI Range-Bound Volatility, and the Year-End Resolution of Rate-Hike Uncertainty
Type: [Follow Up, Investment Memo]