Bond Market
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 1
August 1
KOSPI Breaks Below 2,000: Verification of a Bear-Market Warning and Defensive Reallocation Call
Type: [Follow Up, Investment Memo]
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 3
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]