China Consumer
- Feb 18: 4 Strong Themes — Crypto & Bitcoin, Space & Aerospace
- Weekly Theme Wrap (Jan 25 – Jan 29)
- Jan 27: 4 Strong Themes — Media & Content, China Consumer
- Jan 22: 7 Strong Themes — Games / Mobile Games, Hydrogen (Fuel Cells, Vehicles)
- Weekly Theme Wrap (Sep 28 – Sep 29)
- Sep 28: 6 Strong Themes — Battery / EV, Semiconductors
- Aug 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Aug 10 – Aug 14)
- Aug 14: 4 Strong Themes — Political Ties (Hong Jung-wook), Political Ties (Lee Jae-myung)
- Aug 13: 4 Strong Themes — Graphene, China Consumer
- Aug 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Securities Brokers
- Apr 28: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Travel
- Apr 8: 6 Strong Themes — Digital Health & Telehealth, Paper
- Apr 7: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Crypto & Bitcoin
- Mar 26: 5 Strong Themes — COVID / Vaccines, Diagnostics & Epidemic Control, Autonomous Driving
- Feb 2020 Theme Wrap — The Monthly Theme Map
- Feb 17: 3 Strong Themes — Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts, Hydrogen (Fuel Cells, Vehicles)
- Feb 6: 5 Strong Themes — Shipbuilding, Hydrogen / EV
- Jan 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 13 – Jan 17)
- Jan 13: 4 Strong Themes — China Consumer, North Korea
- Weekly Theme Wrap (Jan 6 – Jan 10)
- Jan 10: 4 Strong Themes — Hydrogen / EV, Venture Capital
- Jan 7: 4 Strong Themes — Cybersecurity, AI & Robotics
- Weekly Theme Wrap (Dec 23 – Dec 27)
- Dec 26: 4 Strong Themes — Foldable Phones / Flexible Displays / Galaxy Supply Chain, Semiconductors
- Weekly Theme Wrap (Sep 2 – Sep 6)
- Sep 3: 2 Strong Themes — 5G / Telecom Equipment, China Consumer
- Weekly Theme Wrap (Jun 3 – Jun 7)
- Jun 5: 3 Strong Themes — Fashion & Clothing, China Consumer
- Apr 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 15 – Apr 19)
- Apr 15: 4 Strong Themes — China Consumer, BTS
- Weekly Theme Wrap (Apr 8 – Apr 12)
- Apr 9: 2 Strong Themes — China Consumer, Battery / EV
- Apr 8: 4 Strong Themes — Medical Devices, Currency & ATM Systems (incl. CBDC)
- Mar 18: 3 Strong Themes — North Korea, Blockchain
- Weekly Theme Wrap (Mar 4 – Mar 8)
- Mar 8: 1 Strong Theme — China Consumer
- Feb 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 18 – Feb 22)
- Feb 20: 2 Strong Themes — China Consumer, Petrochemicals
- Weekly Theme Wrap (Jan 21 – Jan 25)
- Jan 23: 3 Strong Themes — North Korea, China Consumer
- Dec 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 24 – Dec 28)
- Dec 27: 3 Strong Themes — China Consumer, North Korea
- Nov 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 12 – Nov 16)
- Nov 15: 4 Strong Themes — China Consumer, Hydrogen (Fuel Cells, Vehicles)
- Weekly Theme Wrap (Oct 29 – Nov 2)
- Nov 2: 5 Strong Themes — Water Resources, Securities Brokers
- Aug 2018 Theme Wrap — The Monthly Theme Map
- Aug 30: 3 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Metals (Non-Ferrous)
- Weekly Theme Wrap (Aug 20 – Aug 24)
- Aug 23: 2 Strong Themes — China Consumer, Vaccines, Diagnostics & Epidemic Control
- Aug 6: 3 Strong Themes — Property & Casualty Insurance, China Consumer
- Weekly Theme Wrap (Jul 30 – Aug 3)
- Aug 1: 2 Strong Themes — China Consumer, North Korea
- Weekly Theme Wrap (May 21 – May 25)
- May 24: 2 Strong Themes — China Consumer, Biosimilars
- Apr 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 2 – Apr 6)
- Apr 2: 1 Strong Theme — China Consumer
- Weekly Theme Wrap (Mar 12 – Mar 16)
- Mar 12: 2 Strong Themes — Battery / EV, China Consumer
- Weekly Theme Wrap (Mar 5 – Mar 9)
- Mar 9: 5 Strong Themes — Inter-Korean Economic Cooperation, Power Equipment / Railways
- Feb 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 29 – Feb 2)
- Feb 1: 1 Strong Theme — China Consumer
- Weekly Theme Wrap (Nov 27 – Dec 1)
- Nov 2017 Theme Wrap — The Monthly Theme Map
- Nov 28: 4 Strong Themes — Remodeling & Interiors, China Consumer
- Weekly Theme Wrap (Nov 20 – Nov 24)
- Nov 23: 1 Strong Theme — China Consumer
- Weekly Theme Wrap (Nov 13 – Nov 17)
- Nov 13: 3 Strong Themes — China Consumer, Securities Brokers
- Weekly Theme Wrap (Oct 30 – Nov 3)
- Oct 2017 Theme Wrap — The Monthly Theme Map
- Oct 31: 2 Strong Themes — China Consumer, Semiconductor Equipment
- Weekly Theme Wrap (Oct 23 – Oct 27)
- Oct 27: 1 Strong Theme — China Consumer
- Oct 26: 2 Strong Themes — China Consumer, Hydrogen (Fuel Cells, Vehicles)
- Weekly Theme Wrap (Oct 10 – Oct 13)
- Oct 13: 1 Strong Theme — China Consumer
- Sep 2015 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 21 – Sep 25)
- Sep 24: 2 Strong Themes — 3D Printing, China Consumer
- May 2015 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 26 – May 29)
- May 28: 2 Strong Themes — KOSPI 200 Inclusion, China Consumer
- Weekly Theme Wrap (May 11 – May 15)
- May 11: 2 Strong Themes — China Consumer, Securities Brokers