The Stocks to Own in Asia – Vol. 39
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Six stock remains, and eight stocks added to our portfolio.
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Fund Manager Survey - No Cuts, No Glory
Global fund managers still suggest increasing holdings of safe-haven assets, such as cash, or investing in sectors with recurring income, notably...
249 Views
Thailand SET50 and SET100: Quiddity Index Rebalance Primer
From the end of the Reference Period to the Inclusion/Exclusion event, the ADDs have outperformed the index and the DELs have underperformed the...
745 Views
The Stocks to Own in Asia – Vol. 38
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Six stock remains, and eight new join...
450 Views
CP All: All Good but Need More Visitors
CPALL share price performance this year has not been correlated to the business performance that has performed better than last year as it benefits...
395 Views