EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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AIRA (AIRA MK): Budget Carrier Continues Expansion
High level of cash sales, strong sales momentum, and low correlation with Western stock markets relative to its sector AIRA plans to add 36 new...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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Jin Air IPO Valuation Study
Jin Air Co. Ltd (272450 KS)'s IPO valuation is still one of the hot topics in the Korean stock market. In its IPO book, it says it should deserve a...
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Wizz Air - Value Creating ULCC Business Model (22% ROCE) Available at 12%+ OCF Yield & 10%+ Growth!!
If you want to be a Millionaire, start with a billion dollars and launch a new airline - Richard BransonThe worst sort of business is one that...
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