Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
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Fund Manager Meeting Notes: Economists Back to Drawing Board
Have you read economics papers from the 1950s or material Alan Greenspan wrote in his early days? Certainly nothing to write home about. But then...
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StubWorld - Set-Up & Unwind Extremes:Â AVIC, Macau Plays, Guoco, Hang Lung
This week I briefly look at: Avic International Holdings Ltd (161 HK)Â after 69.7%-held subsidiary (post the IPO)Â Shennan Circuits Co Ltd (002916...
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Last Week in Event SPACE - Clariant, KBANK, Innox, Shun Tak
This week, is Clariant AG (CLN VX) the one being hunted?;Â Toshiba Corp (6502 JP)'s discombobulated relationship with Western Digital Corp (WDC US)...
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Melco (200 HK): Gaming Not a Gamble for Macau Casinos
Improving asset turnover, strong stock price momentum, and lowprice-to-sales relative to its sector Earnings should continue to grow from last...
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