Wealth Polarization
2020 3
March 1
Retail Investors Attempting to Catch a Falling Knife: A Mid-Crash Audit of Margin Debt, Forced Liquidations, and Cash-Rich Inflows in Korean Equities
[Market Call: Hold, Overweight]
Type: [Investment Memo, Follow Up]
February 1
Soaring Seoul Home Prices Push Presale Rights Higher: Credit Controls, Cash Barriers, and the Collapse of Housing Mobility
Type: [Quick Note, Policy Brief]
January 1
Year-End Review on Equities & Real Estate (2019)
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]