Korean Politics
2021 11
February 4
[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]
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 3
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 2
A Belated Year-Ahead Outlook on Equities & Real Estate (2020)
[Market Call: OVERWEIGHT, BUY]
Type: [Investment Memo, Policy Brief]
Year-End Review on Equities & Real Estate (2019)
Type: [Follow Up, Investment Memo]
2018 1
January 1
Hong Nam-ki, Virtual Currency Exchanges, and the Speculative Mislabeling of Cryptocurrency
Type: [Policy Brief, Quick Note, Thematic Essay]
2015 1
March 1
China's Strategic Counter-Encirclement: Geopolitical Frictions and the Shifting Balance of Power
Type: [Thematic Essay, Policy Brief, Investment Memo]