Bullish China and Laggard Stock Plays
HSCEI rally through our 11,100 projection, suggests the Shanghai composite may have the energy to clear and hold above 3,300 long standing...
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ANIMAL SPIRITS: "You're Fired"- Underweight Chinese Banks & Bank of China (3988 H) Exits "Top Picks"
BOC And Chinese Banking Sector Notionally Attractive Valuations Might Be A "Value Trap" As We Are Sceptical Over NIMs, NPLs, Loan Growth And...
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Ahead of China Bank Results, Focus on Margins and NPL Distribution
When China bank numbers come out, the focus will continue to be on credit quality, but also core interest income. For some time now, China’s banks...
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EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
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The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
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