EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
488 Views
Local and Central Governments' Tug over Real Estate Reform Will Shape Property and Retail Markets
First week into 2018, two developments sent property stocks and related Internet stocks flying: During the last week of 2017 and first week of...
194 Views
China's Property Market Slumps Further In Midst of Liquidity Tightening
The housing market continues its downward trend, with transactions in large cities nearly frozen in recent weeks. The government has cracked down...
189 Views
Tencent's Dominant Mobile Gateway and Strength in Gaming Makes It a Top Thematic Pick
We have raised our online game forecasts for Tencent (700 HK)Â and this leads to a modest increase in our target price from HK$371 to HK$375.We are...
428 Views
58.com: Market Share Gains and Pricing Power Put 58.com in a Strong Position.
58.Com Adr (WUBA US) recently reported 2Q17 results that were ahead of consensus. Revenue guidance for 3Q was also strong and ahead of our...
387 Views