If AirAsia India Heeds to Tony’s Yearning for an IPO, QIB Route May Be the Only Option
While Tony Fernandes had hinted in January 2018 that an AirAsia India IPO was around the corner, he reiterated it with a tweet yesterday morning,...
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TRACKING TRAFFIC/Chinese Tourism: They're Traveling More, But Are China's Tourists Spending More?
Tracking Traffic/Chinese Tourism is a hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism data,...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â 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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