Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- Food for Thoughts
- equities
- Bonds
- technical analysis
- bitcoin
- sp500
- Stocks
- inflation
- China
- macro
- Federal Reserve
- investing
- Crypto
- ETF
- Central banks
- performance
- AI
- Rate
- gold
- Real Estate
- earnings
- markets
- debt
- Commodities
- Treasury
- tech
- yield
- nvidia
- Germany
- europe
- Japan
- bank
- nasdaq
- oil
- cpi
- warren-buffett
- useful
- Forex
- interest
- humor
- apple
- fed
- interest-rates
- market cap
- energy
- returns
- dollar
- hedge fund
- GDP
- quotes
- geopolitics
- magnificent-7
- valuations
- asset
- ECB
- finance
- BOJ
- crudeoil
- india
- sentiment
- Swiss
- highyield
- Volatility
- options
- recession
- semiconductor
- vix
- economy
- growth
- mortgage
- Money Market
- Positioning
- cash
- charts
- exports
- trading
- bubble
- ipo
- deficit
- price
- sales
- EM
- UK
- bearish
- tesla
- wages
- ESG
- EV
- Flows
- credit-card
- saudiarabia
- spending
- Turkey
- futures
- index
- meta
- revenue
- russia
- EUR
- assetmanagement
- bankruptcy
- cocoa
- profit
- supply
- unemployment
- watches
- consumers
- Brazil
- Election
- car
- chart
- credit-rating
- cryptocurrencies
- seasonality
- $nycb
- Asia
- FUNDS
- Renewable
- airlines
- currencies
- insider
- spx
- yen
- FUND
- africa
- amazon
- copper
- deflation
- investmentgrade
- manufacturing
- spy
- taiwan
- yuan
- Alternatives
- SMCI
- SuperBowl
- compounding
- concentration
- debt-ceiling
- france
- lvmh
- microsoft
- msci
- pricing-power
- private markets
- productivity
- sec
- smallcaps
- sustainable
- switzerland
- world-economy
- Focus
- charlie-munger
- chatgpt
- dowjones
- economic surprise
- fixed income
- greed
- halvings
- income
- liquidity
- luxury
- retirement
- russel2000
- silver
- tax
- world
- BOE
- EM Sovereign
- Granolas
- Industrial-production
- Market Outlook
- Nikkei
- TIPS
- ceo
- corporate
- cost-of-living
- dividend
- emerging-markets
- ethereum
- fashion
- gas
- greece
- jobs
- leadership
- lending
- monetarypolicy
- moneydebasement
- opec
- saudiaramco
- snb
- storytelling
- trump
- unicorn
- valentine's-day
- venture capital
- vietnam
- Beware
- CTAs
- Coinbase
- Convexity
- Crypto corner
- Deindustrialization
- GlobalAgg
- Italy
- Marketing
- Nestle
- Precious-Metals
- Rally
- SoftBank
- ToyotaMotor
- bankrupt
- behavior
- booking.com
- brics
- calls
- childbirth
- cisco
- climate
- coal
- cobalt
- cocacola
- construction
- counterparty-risk
- cta
- demographics
- design
- dragonyear
- elon musk
- eurozone
- fees
- financial-stress
- football
- golf
- hedgeye
- hungary
- imf
- intel
- international-women's-day
- job-cuts
- jpmorgan
- korea
- kpi
- lng
- marriage
- meetings
- mergers&acquisitions
- microstrategy
Just like Japan last year, yesterday, the Korean authorities have officially launched a corporate reform plan named the “Corporate Value-Up Program” in order to address the “Korean discount” issue.
Companies trading below book value have been asked to improve shareholders returns, albeit on a voluntary basis. Stricter measures could follow. For the time being, the country is benefiting from the semiconductor recovery cycle. Source : Bloomberg
Investing with intelligence
Our latest research, commentary and market outlooks