Asia HY Trade Book - September 2021 - Lucror Analytics
The Asia HY Trade Book for the month of September includes a summary of our recommendations, as well as our high-conviction ideas. The report...
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Last Week in Event SPACE: SingTel, Bharti Airtel, Kerry Logistics, Milton, Jardine Matheson
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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China Auto: Chip Shortage Getting Worse and Might Last Longer than Expected
Unfortunately, supply chain of auto chips turned tight again in August, which might have led to weak retail sales. Although the last week data of...
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Asia HY Monthly - Chinese Variable Interest Entities - Lucror Analytics
In this month’s "In-Focus" section, we discuss variable interest entities (VIEs) in China, including recent developments in China and the US that...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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