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Perspectives

Memo from Howard Marks

Sea Change

sea change (idiom): a complete transformation, a radical change of direction in attitude, goals . . . (Grammarist) In my 53 years in the investment world, I’ve seen a number of economic cycles, pendulum swings, manias and panics, bubbles an

Dec 16, 2022 (Gmt+09:00)

long read
  • Perspectives

    China’s COVID reopening poses risks and opportunities

    News that Beijing is finally scrapping its growth-killing “zero COVID” policy seems the equivalent of answered prayers for Asia. And it co...

    Dec 15, 2022 (Gmt+09:00)

    4 Min read
  • Memo from Howard Marks

    What Really Matters?

    I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations – to form the subject o...

    Dec 05, 2022 (Gmt+09:00)

    long read
  • Perspectives

    Why the global economy needs BOK’s Rhee to stand firm

    Rhee Chang-yong could be excused for never wanting to hear the word 'Legoland' again.The Bank of Korea governor spent the first six months of his tenu...

    Nov 15, 2022 (Gmt+09:00)

    4 Min read
  • Perspectives

    Yoon courts lost decade for Korean women

    People can debate what it means for the government of a top-12 economy to be “anti-feminist.” There is no question, though, that President...

    Oct 14, 2022 (Gmt+09:00)

    4 Min read
  • The KED View

    Superpowers without dignity as China-US tensions grow

    “The greatest danger that can befall us in coping with this problem of Soviet Communism is that we allow ourselves to become like those with wh...

    Oct 07, 2022 (Gmt+09:00)

    4 Min read
  • The KED View

    Was South Korea’s FX intervention too late?

    The South Korean won on Sept. 14 opened 1.4% lower in the domestic currency session after shocking US inflation data rattled global financial markets...

    Sep 21, 2022 (Gmt+09:00)

    3 Min read
  • Memo from Howard Marks

    The illusion of knowledge

    I’ve been expressing my disregard for forecasts for almost as long as I’ve been writing my memos, starting with The Value of Prediction...

    Sep 21, 2022 (Gmt+09:00)

    long read
  • Perspectives

    South Korea’s uncomfortable place between US and China

    South Korea has long known what it feels like to be “sandwiched.” This was how Samsung’s Lee Kun Hee in 2007 described the economy&r...

    Sep 15, 2022 (Gmt+09:00)

    4 Min read
  • Memo from Howard Marks

    Conversation at Panmure House

    I recently was asked by Patrick Schotanus of Edinburgh Business School to participate in their inaugural symposium on the subject of cognitive econ...

    Aug 23, 2022 (Gmt+09:00)

    long read
  • Perspectives

    Yoon’s ‘reform’ program is already sputtering

    As Yoon Suk-yeol’s presidency hits an early rough patch, it’s hard not to view his troubles through the lens of Japan’s Shinzo Abe....

    Aug 15, 2022 (Gmt+09:00)

    4 Min read
  • The KED View

    Four chip alliance: S.Korea's courage to overcome Chinaphobia

    “I'm gonna make him an offer he can’t refuse.”Ahn Cheol-soo, a senior lawmaker of South Korea’s ruling People Power Party, ci...

    Aug 09, 2022 (Gmt+09:00)

    4 Min read
  • Memo from Howard Marks

    I Beg to Differ

    I Beg to Differ I’ve written many times about having joined the investment industry in 1969, when the “Nifty Fifty” stocks were i...

    Jul 27, 2022 (Gmt+09:00)

    long read
  • Perspectives

    Yen’s plunge raising blood pressures in Asia 

    Episodes of extreme yen weakness don’t tend to go well for Asia. In the late 1990s, early 2010s and today, a sliding yen often proves to be even...

    Jul 15, 2022 (Gmt+09:00)

    4 Min read
  • The KED View

    The case for improved Seoul-Tokyo relations

    Unlike the West or China, which showed vastly different reactions, most South Koreans had a more complicated initial response to the news of former ...

    Jul 12, 2022 (Gmt+09:00)

    4 Min read
  • Korean games

    Krafton founder: Robotics, deep learning should be S.Korea’s future

    Krafton Inc. founder and chairman Chang Byung-gyu is a rare example of a serial entrepreneur in South Korea – a country dominated by family-own...

    Jul 05, 2022 (Gmt+09:00)

    4 Min read
  • Korean startups

    Translink: Startup fundraising barely affected by economic downturn

    Venture capital, or the business of investing in innovative private companies with growth potential, is a local endeavor most of the time.While this ...

    Jun 26, 2022 (Gmt+09:00)

    4 Min read
  • Korean chipmakers

    Ex-Samsung exec says Korea chip sector needs more support

    South Korea’s semiconductor sector needs more support from the government not only to compete against global rivals backed by their own governm...

    Jun 22, 2022 (Gmt+09:00)

    4 Min read
  • Perspectives

    Korea’s new central bank head could be a game changer

    Rhee Chang-yong has made a big splash in less than two months as the Bank of Korea governor and I’m not the least bit surprised. Over the last d...

    Jun 15, 2022 (Gmt+09:00)

    4 Min read
  • Memo from Howard Marks

    Bull market rhymes

    Bull market rhymes While I employ a great many adages and quotes in my writings, my main go-to list consists of a relatively small number. One of m...

    May 30, 2022 (Gmt+09:00)

    long read
  • The KED View

    Terra debacle: For whom the blockchain bell tolls

    In capitalism and the market economy, one’s monetary compensation is measured by his or her degree of contribution to improving the lives of ot...

    May 27, 2022 (Gmt+09:00)

    4 Min read
  • Korean chipmakers

    Korea may be backpedaling in semiconductor push: Lawmaker

    A sudden surge in demand for semiconductors post-pandemic, coupled with a prolonged chip shortage, has forced policymakers worldwide to revisit polic...

    May 20, 2022 (Gmt+09:00)

    4 Min read
  • Business & Politics

    Seoul, Washington to bolster small nuclear reactor tech alliance

    South Korean President Yoon Suk-yeol will meet with his US counterpart President Joe Biden this Saturday for a summit meeting in Seoul. The two leade...

    May 19, 2022 (Gmt+09:00)

    6 Min read
  • Economy

    Weakening won: A double-edged sword for the Korean economy

    A weakening won is usually a bonus for the South Korean economy as it strengthens the export-dependent country’s price competitiveness in overs...

    May 15, 2022 (Gmt+09:00)

    4 Min read
  • The KED View

    Time for Samsung to get another Fukuda Report

    Eight years ago today, the late Samsung Group leader Lee Kun-hee collapsed at his home following a heart attack, a harbinger of doom six years later....

    May 10, 2022 (Gmt+09:00)

    4 Min read
  • Korean chipmakers

    Korea losing ground in semiconductor talent development

    South Korea, home to the world’s top two memory chipmakers, is losing ground for talent development in the semiconductor sector as fewer profes...

    May 09, 2022 (Gmt+09:00)

    3 Min read
  • Samsung Group

    Two unopened ways Samsung Elec. bolsters share prices

    Samsung Electronics Co., South Korea’s largest company by market capitalization, has tried to boost its recently battered share price -- especi...

    May 04, 2022 (Gmt+09:00)

    4 Min read
  • The KED View

    Can Samsung Electronics ever catch up to foundry leader TSMC?

    For years, Samsung Electronics Co. has been touted as the backbone of the South Korean economy, Asia’s fourth-largest, under the government&rsq...

    May 03, 2022 (Gmt+09:00)

    4 Min read
  • The KED View

    Following Japan’s economic decline

    When it comes to the economy, would it be faster for South Korea to surpass Japan or be surpassed by Taiwan?Recently, all eyes are on the three East ...

    Apr 29, 2022 (Gmt+09:00)

    4 Min read
  • Korean startups

    Yoon admin to launch special startup-support track 

    The incoming Yoon Suk-yeol administration will lend extra support to the startup ecosystem – biotech and artificial intelligence firms in parti...

    Apr 27, 2022 (Gmt+09:00)

    2 Min read
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