Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
864 Views
Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks
   § The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...
317 Views
Structural Reform III: Evidence of Bad Luck over Poor Policy
Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...
345 Views
ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
519 Views
Aequitas: CATL Possible H-Share Issuance - Could Be an Opportunistic US$5bn Raising in Hong Kong
Contemporary Amperex Technology (CATL) (3750 HK) could look to raise another US$5bn in Hong Kong via a placement, as per media reports. In this...
659 Views