Search Results for: Korea

South Korea Exports vs. MSCI World EPS South Korea’s exports tend to lead global earnings. Image: J.P. Morgan

EPS – South Korea Exports vs. S&P 500 Earnings per Share Should investors expect a decline in S&P 500 profits going forward? Image: Morgan Stanley Wealth Management

S&P 500 vs. Korean KOSPI Is the current divergence between the Korean KOSPI and the S&P 500 a red flag? Image: Lohman Econometrics

Global EPS Growth and South Korean Exports Chart suggesting that growth in South Korean exports can help forecast global EPS growth over the next 12 months. Image: BofA Global Investment Strategy

Taiwan’s Tech Exports vs. South Korea The Taiwan’s tech sector has trumped its South Korean peer since 2018. Image: Gavekal, Macrobond

New Coronavirus Cases in Italy and South Korea These charts suggests that new coronavirus cases in Italy and South Korea are still tracking China’s outbreak. Image: Charles Schwab

Number of New Coronavirus Cases, Ex-Mainland China, South Korea, Italy and Iran Chart suggesting that the growth of new coronavirus cases, ex-Mainland China, South Korea, Italy and Iran aren’t accelerating. Image: Pantheon Macro

Global Profit Cycle – South Korea Exports and Global EPS Chart showing the correlation between South Korea exports and global EPS. Image: BofA Global Investment Strategy

S&P 500 EPS and South Korea Exports Chart showing the quite good correlation between S&P 500 EPS and South Korea exports, and suggesting this does not bode well for S&P 500 EPS. Image: Nordea and Macrobond

MSCI Emerging Markets and South Korea Export Volumes Less export volumes are not good news for emerging markets. Image: Nordea and Macrobond

South Korea Equities Lead U.S. 10-Year Treasury Yield Interesting chart suggesting that South Korea equities YoY lead the U.S. 10-year Treasury yield by 6 months. Image: Rothko Research