남우석 Email & Phone Number

Incheon, South Korea

대한민국 서울

• Analyse the structural macro change in Europe and select the region's long-lasting vital themes, deep-dive to find implications for the investment, and share the idea with the whole company through papers and discussion
• Provide the analysis of the economic indicators and issues of the region regularly and be responsible for forming the whole company's view about European markets, including bonds, equity and FX
• Manage the work process of the research part in the team to align macro views of each region in the global market and review the research papers of juniors as a director

대한민국 서울

• Expand the macro research coverage from Latin America to the entire Emerging market, including Eastern Europe, South Africa and South East Asia
• Be in charge of analysing the commodity market, especially the oil market, and provide tactical ideas with a deep understanding of the related industries
• Propose TAA(Tactical Asset Allocation) positions of equity, bond, FX, and commodity future based on research
• As a senior manager, lead and manage juniors to construct TAA positions with other senior members

• Establish the long-short portfolio in the early stage of the fund and re-balanced it regularly
• Analyze and differentiate winners & looser concerning structural change in the domestic stock market

• Research and analyse stocks in the Asian market in addition to the macro changes in the region
• Find opportunities in the commodity market based on a deep understanding of the refinery and chemical industry

• Take charge of analysing Chemical/Steel/Industrial/Utilities sectors and provide in-depth reports about the sectors internally
• Be responsible for the sector position in the benchmark model portfolio for the whole domestic equity funds

• Support the domestic equity fund managers and participate in forming a portfolio
• Explore various sectors and themes to provide an implication for stock investments

• Traded KOSPI 200 futures for 3 months with 2 contracts based on technical analysis

• Participated in internship program and experienced daily work in Investment Banking Division and Myung-dong brunch

Doctor Candidate, Economics, 3.84/4.30

I'm in the integrated MA and PhD in Economics course, and I plan to complete it in 2024.

Bachelor, Economics, 3.64/4.30

Activities and Societies: 한솔이: 음악 동아리, 4차례 공연활동 및 친목활동, 현재 OB로 활동 중 언디피터블: 축구 동아리, 단과대 축구대회 6차례 우승