Global Equity Strategy: Overweight EM, Pullback Opportunities in Europe, Japan Poised to Breakout
In the attached strategy document we expand upon themes and opportunities in materials, technology and financials as well as an overview of...
376 Views
HK Connect Flows Weekly (Apr 24th): China Mobile, CCB, ICBC, CNOOC, Pop Mart Intl, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for China Mobile, CCB, ICBC, CNOOC, Pop Mart Intl, Tencent.
334 Views
NPC17: National People's Congress Reports
For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic...
749 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.5k Views
Pakistan Market Outlook 2017
Pakistan market is expected to continue its uptrend in 2017 given tangible gains from China Pakistan Economic Corridor (CPEC) projects and rising...
572 Views