109 articles
Kim Quan Cho
Market Review and Outlook 2025 (Part 2)

Market Review and Outlook 2025 (Part 2)

Following up on our previous piece, we would like to expand our analysis to focus on selected markets. Our insights are as follows: U.S. – We anticipate moderate growth for U.S. equities in 2025,...

Market Review and Outlook 2025

Market Review and Outlook 2025

Global equities rebounded strongly in 2023 and 2024 following the 2022 correction due to the Ukraine-Russia war (see Page 1 of Attachment 1). With Trump back in office, his policies, including tax cuts,...

Korea’s Struggling Market: What’s Next?

Korea’s Struggling Market: What’s Next?

Korea has been one of the worst-performing markets this year, with the KOSPI Index down 7.51% year-to-date as of November 30, 2024. The recent political drama surrounding South Korean President Yoon Suk...

Benchmark vs. Absolute Return Strategies in Asia Funds

Benchmark vs. Absolute Return Strategies in Asia Funds

When managing a fund, choosing the right benchmark is crucial. Two common approaches are benchmark return and absolute return. Each serves a different purpose and is suited for specific investment goals....

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