EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
239 Views
Barclays' Bonds Could Benefit from IFRS 9 Moves, While Asia’s AT1s Are Unchanged
Barclays Plc (BACR) would benefit from a reset of IFRS9 transitioning and expected credit loss deferral as proposed for European Union banks....
223 Views
HSCEI Dividends - Pricing Is Bullish
Following HSIL's announcement of the eligibility of WVR securities and secondary listings for inclusion in the Hang Seng China Enterprises Index...
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Chailease Holding – Delayed Reaction By ASEAN Should Weigh Heavily On Results Too
* Earnings Under Pressure: Chailease Holding (5871.TT) [Chailease] reported 1Q20 bottom-line profit of TWD 3.9n – declining TWD 63.5 mn (1.6%)...
253 Views
Bank Credit Weekly: Insight 2020 Update on Contingent Capital – CCB (Asia) Curve Value
In preparation for Insight 2020, we change it up this week and update several charts that we will discuss during the event. Notably, we find that...
277 Views