Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
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Last Week in Event SPACE: Samsung, NTT Data, Investa, Pacific Textile, Sino Gas, Jardines
Last Week in Event SPACE ... The disposal of shares in Samsung Electronics Co Ltd (005930 KS) was well-telescoped, however, there is uncertainty as...
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StubWorld: China Conch, ESun/Lai Fung and the Chain Principle
This week in StubWorld ... China Conch Venture Holdings Ltd (586 HK) is trading rich to Anhui Conch Cement Co Ltd A (600585 CH)after a noticeable...
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Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
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