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Korean Economy

2021 12

February 5

[News Roundups] Third Week of February 2021: Crypto Institutionalization, Liquidity, Rates, Semiconductors, Housing, and Reopening Trades Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] Second Week of February 2021: Tesla, Bitcoin, Liquidity Rotation, Financials, and Consumer Reopening Themes Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] First Week of February 2021: Semiconductors, EV Supply Chains, Real Estate Policy, and Large-Cap Market Leadership Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
Going All-In on Stocks with Even Unemployment Benefits [Market Call: UNDERWEIGHT, SELL] Type: [Quick Note]

January 2

[News Roundups] Fifth Week of January 2021: COVID Endemicity, Semiconductors, Short Selling, ESG, and Real-Estate Policy Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] Fourth Week of January 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]

2020 4

March 3

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]
KOSPI's Historic Back-to-Back Rise [Market Call: OVERWEIGHT, BUY] Type: [Quick Note, Follow Up]
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]
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