Bullish Inflections Around The World
In this report we outline key technical levels across markets and highlight actionable ideas within our Financials & Energy Sectors.
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Bank Credit Weekly: FOMC Meeting May Determine Near-Term Risk Sentiment
Weakening oil prices, a flattening US$ yield curve and rising Eurodollar futures together point to a decline in economic demand prospects combined...
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CSSC (HK) Shipping IPO: A Cyclical Business Masked as an Income Stock
CSSC (HK) Shipping, the ship leasing company under one of the world's largest shipyard CSSC (China State Shipbuilding Corp), is said to be...
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BOCA : Multi-Year Compounder with Wings & It Is Set to Fly
Sometimes the most interesting ideas and investment opportunities emerge from activities and occurrences which are part of our daily lifestyle....
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Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
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