MSCI World EPS and South Korea Exports

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

S&P 500 EPS and South Korea Exports

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

South Korean Exports vs. S&P 500 EPS Estimates

South Korean Exports vs. S&P 500 EPS Estimates The correlation between South Korean exports and S&P 500 EPS estimates suggests a weakness in S&P 500 earnings estimates. Image: Lohman Econometrics

Asian Exports

Asian Exports There is a glimmer of hope of a recovery in Asian exports. The free fall in Japan, Taiwan and South Korea exports in early 2019 has stopped. Image: Danske Bank

Countries Dependent on Saudi Oil Imports

Countries Dependent on Saudi Oil Imports Japan, South Korea and South Africa are among the countries most dependent on Saudi oil imports. Image: Arbor Research & Trading LLC

World Semiconductor Sales Lead Emerging Markets

World Semiconductor Sales Lead Emerging Markets This chart suggests that world semiconductor sales lead the MSCI emerging markets index by 3 months. This is very interesting before investing in emerging market equities. Country weights of the MSCI Emerging Markets Index: 33% China, 13.02% Korea, 11.35% Taiwan. Image: Nordea and Macrobond

MSCI Emerging Markets Index vs. World Semiconductor Sales

MSCI Emerging Markets Index vs. World Semiconductor Sales This great chart suggests that world semiconductor sales lead the MSCI emerging markets index by 3 months. Very interesting chart before investing in emerging market equities. Country weights of the MSCI Emerging Markets Index: 33% China, 13.02% Korea, 11.35% Taiwan. Image: Nordea and Macrobond

Which Country Has the Highest Density of Robot Workers?

Which Country Has the Highest Density of Robot Workers? South Korea had 710 installed industrial robots per 10,000 employees in the manufacturing industry in 2017. When robots replace manual labor, the productivity and the quality of products increase dramatically. Robots increase labor productivity levels and won’t take all the jobs. Image: Statista