Pullback Continues; Japan & India Remain Attractive
Stick with Japan & India. $ACWI bounce at $86 would be ideal for the bullish case (i.e., establishing a higher low), but we could easily see a test...
591 Views
Japan Among the Latest to Break Out; Buy Ideas in Growth/Cyclicals and Consumer Staples
Japan is the latest major country to break out, and we are buyers. Japan continues to be considerably further along in the bottoming process...
684 Views
Merger Arb Mondays (27 Jul) - Skyworth, Changhong Jiahua, Z Fin, Con Aero, OFX, Cygnus, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
167 Views
Weekly Deals Digest (26 Jul) - Innolight, Con Aero, GJTAI, Z Fin, Shinko Shoji, OFX, Ajinomoto
A weekly summary of key developments in ECM and Event-Driven names tracked by us in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia,...
142 Views
Asia-Pac Weekly Wrap: Kakaku.com, OFX, Get Nice, Z Fin, Gabia Inc, China Shengmu, Ajinomoto
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
135 Views