South Korea Key Analysis

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Steel: Driving Forces & Challenges

The global steel industry will continue to suffer as a result of significant overcapacity in China, as cheap exports from the country will remain a key drag on global steel prices over the medium...

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Asia's Up And Coming Ethanol Sector

Asia is one of the most dynamic continents in terms of production and use of ethanol. Buoyed by supportive government policies and strict mandates, Thailand and the Philippines are at the forefront...

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Asia's Up And Coming Ethanol Sector

Asia is one of the most dynamic continents in terms of production and use of ethanol. Buoyed by supportive government policies and strict mandates, Thailand and the Philippines are at the forefront...

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Further Tariff Hikes To Come

We believe that the government's decision to increase electricity prices is aimed at reducing electricity consumption in South Korea. The country has experienced power shortages at least once in each...

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End Of The Run For Korean Assets?

Having been bullish towards Korean assets over the past month, we believe that the near-term rally could be coming to an end, as technical pictures across a host of markets look to be signalling...

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