2026-07-13 Review: How Large Was the Recalculated Korean Drawdown?
Historical review through 2026-07-13: How Large Was the Recalculated Korean Drawdown? Source-linked daily data, a five-observation comparison and explicit corrections.
China & Emerging
China’s economy, capital flows in emerging markets, and their impact on global portfolios.
2026-07-10 Review: Did Korean Performance Support a Yuan Claim?
Historical review through 2026-07-10: Did Korean Performance Support a Yuan Claim? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-07-07 Review: Did the Index Decline Identify a Semiconductor Cause?
Historical review through 2026-07-07: Did the Index Decline Identify a Semiconductor Cause? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-05-25 Review: How Did Korea Compare With the US Benchmarks?
Historical review through 2026-05-25: How Did Korea Compare With the US Benchmarks? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-05-23 Review: Did Korean Performance Establish a Rearmament Trade?
Historical review through 2026-05-23: Did Korean Performance Establish a Rearmament Trade? Source-linked daily data, a five-observation comparison and explicit corrections.