Egypt Devalues - Now the Hard Work Starts
One gets the feeling all sorts of intriguing news is due to pop up in the next week into US elections, with today’s notes of interest being Egypt’s...
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Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
1.2k Views
Making Sense of Chinese Investments in Africa
Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...
321 Views
Beware of NPL Coverage Trends Across Asia
Do not be lulled by a false sense of security with high NPL coverage. The figures can decline quickly and China is the quintessential example....
395 Views
Taiwan Life / CTBC - Adjusted Merger Ratio creates a decent spread.
On 29 June 2015, we published a note highlighting the key takeaways from an EGM held earlier in the day - shareholders resoundingly approved the...
430 Views