Monday, October 22, 2012

macro must 4.Korean equities provide a proxy for global cyclical stocks

  1. It's getting better

  2. The Asset-Oct 16, 2012
  3. Korean equities provide a proxy for global cyclical stocks. Given our positive view of the momentum of global growth, we expect the market to outperform. Korean ...
    1. Wall Street Digests Intel's (INTC) Q3 Results and is Not Impressed

    2. StreetInsider.com (subscription)-Oct 17, 2012
    3. Recall our framework for upgrading deep cyclical stocks is: (1) trough margins; (2) management capitulation; (3) some signs of life on the horizon." Maintain Sell ...
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