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Korea After the Elections - wait!
Korea after the elections. Lee Jay-Keung has one big advantage in that his party controls parliament and he is president. But he faces many daunting challenges that he does not control: 1. The economy is 87% international trade. If US 25% tariffs are imposed it will p…
Astern!
We're in for a bear market in most asset classes during 2025. This piece integrates the macro and micro reasons for that conviction. The core conviction is that macro-risk is out of synch with market volatility. This will be resolved by market volatility rising as macro …
South Korean Crisis - Update
S. Korea Political Crisis - Update. Ultimately the South Korean political crisis will be resolved by constitutional reform and an election leading to a left-wing government. There’ll no further threat of a coup or imposition of martial law. The arrest warrant for impeached Presi…
Update: China CEWC & Korea in Limbo & France in a hell of its own making.
Update China: CEWC: most of the statement is reiteration of previous stimulus packages. No new initiatives. No new money - in fact financing of the already announced interventions to stabilise the real estate market was omitted altogether.. Three shifts in language: 1. stimulatin…
Korea Martial Law - Coup in a Tea Cup
Korea Martial Law. I don't own any S. Korean assets or the currency. If you do, stay calm. This coup seems so bonkers - even by Korean standards - that it'll be gone and forgotten in a short time. If the process of impeachment of the president takes longer the KRW might stay weak…
What's In A Chip
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Too Hot Not To Handle Copy
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Productivity - Solving The Puzzle
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Sol Y Sombre
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Upsetting The Apple Cart
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.