Henry Chan
Henry Chan
Henry F. Chanis an American film and television director. He has directed over 180 episodes of television for all major U.S. networks. In 2013 He directed his first Chinese language film 100 Daysin Taiwan...
balance car discount investing knew korea looked market natural paid secondhand sheet
Historically, you never knew what you were investing in Korea as the balance sheet was unclear. You go into a secondhand kind of a car market and you don't know what you were buying, so the natural thing to do is you paid a discount to everything you looked at.
foreign market net people surprise year
One thing that tended to surprise a lot of people this year is that the market was going up on the back of very little net foreign inflow.
healthy
I think it's a healthy correction, some valuations got a little high.
beginning boring chips industrial investors large pay red shares
Red chips and large industrial shares have been outperforming recently. They have been boring and undervalued, but international investors are beginning to pay attention.
bullish global industrial korea people plays
Previously Korea has been one of the leveraged plays on global industrial activity. So, when people were bullish globally, people were even more bullish on Korea.