Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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Last Week in Event SPACE: Sharp, Toshiba, Idemitsu, MKIF's Activism, APN, CJ Corp
Last Week in Event SPACE ... Nothing to cheer about as Sharp Corp (6753 JP)'s offering is canceled, but the C Pref conversion goes ahead A...
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Sector Capsule: Naturally Healthy Packaged Food in China
Naturally healthy packaged food registered 9% retail value growth in 2017 to reach CNY62.6 billion. Naturally healthy packaged food benefited from...
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Haidilao IPO First Glance: Legendary Hot Pot Restaurant that Will Be Hot (Part 1)
Haidilao (海底捞), the largest premium hot pot restaurant by revenue, is raising USD 600-700 million to list in Hong Kong. Its affiliate company,...
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