South Korea

The S&P has 500 stocks, but really it's got 7, says Rayliant's CIO

12 arguments: why he says chip restrictions handed China the necessity to invent, where the money from AI actually lands, and the market he no longer…

2 hrs ago • The Scuttlebutt

HSBC strategist: some Thai hospitals get over 75% of revenue from foreign patients

7 insights: Why India's medical tourism is shrinking while Korea drew 3M cosmetic patients, how Indonesia is trying to keep its patients home, and the…

Sep 16 • The Scuttlebutt

Dan Muzzarelli: some US clients cut their non-US allocation below 5% by 2023

7 principles: Why he says there is never a bad time to start, what India, Korea and Japan each offer a portfolio, and why Europe's banks are the ballast…

Sep 15 • The Scuttlebutt

Peter Elstrom: SoftBank fell about 11% because OpenAI's listing just moved

4 insights: What Beijing's foreign ministry said about the slowdown, why China's labs are not the ones being asked to pace, and how the news reached…

Sep 15 • The Scuttlebutt

Jen Kha: "AI has solved software" — so a16z raised $1.1 billion for everything below it | a16z

Hardware went from almost none of a16z's pitches to more than 20%, why fewer than 2% of US electricians are trained on DC power, and what Korea and El…

Aug 31 • The Scuttlebutt

Jack Pitcher: What the Rollerkospi did to Korea's leveraged retail ants, and why buying the country index is really a bet on two chipmakers…

A sound engineer put his severance into the index and lost almost half of it in a week, the Kospi is still far below its peak, and how to buy a…

Aug 29 • The Scuttlebutt

Brendan Sims: the multi-alt that reads 70/30 but nets 25 to 27% in bonds, why advisors want far less rate sensitivity, and an alt lineup…

Fidelity's alt shelf has gone from three funds in 2020 to more than 10, his read on AI capital spending and index concentration, and how Brookfield runs…

Aug 29 • The Scuttlebutt

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