Daily Snack
2021 11
January 2
[News Roundup] Fifth Week of January 2021: COVID Endemicity, Semiconductors, Short Selling, ESG, and Real-Estate Policy
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[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]
2018 1
April 1
China’s U.S. Treasury Divestment: A Geopolitical Bluff or Strategic Suicide?
Type: [Daily Snack, Quick Note, Thematic Essay]
2015 2
November 1
U.S. Strategic Engagement in Tunisia: A Geopolitical Gambit for the African Frontier
Type: [Daily Snack, Quick Note, Policy Brief]
August 1
Real Estate Market Stimulus or Structural Bifurcation?
Type: [Daily Snack, Quick Note]
2011 1
May 1
Geopolitical Liquidation and Equity Correlation: Macro-Driven Thesis on Hyundai Steel
[Market Call: BUY]
Type: [Daily Snack, Policy Brief, Investment Memo]