Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
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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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ASICS Withholds Guidance: Possibility of Full-Term Loss
Japanese sporting goods company Asics (7936 JP) released its first-quarter results on Friday, May 22nd after a two-week delay due to...
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HK Connect Weekly: Anta, CR Beer, Tencent, HKEx, China Mobile
In our weekly HK Connect Flow series, we aim to highlight key stocks and sectors which the mainland investors traded via the southbound Hong Kong...
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Notes from the Silk Road: Xtep Int’l Holdings (1368 HK): Q1 Update Highlights the Struggle Ahead
Chinese sportswear is not a primary item in the consumer's discretionary spend, but it is still attractive once confidence in economic circumstance...
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