COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Asian Equities: Model Portfolio Completes a Year; More to AI Picks and Shovels, Selectively to LLMs
​Our Model Portfolio rose 42.6% in the past year driven by with KR & TW tech. Worries about AI capex from LLMs & hyperscalers persist, but compute,...
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HK Short Interest Weekly: Tencent, Bidu, CATL, Midea, Meituan, Anta
We analyzed the latest HK SFC report for aggregate short position as of May 8th and highlight short interest changes in Tencent, Bidu, CATL, Midea,...
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