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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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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21 Things Worth Knowing (#5)
1. Is Bitcoin a store of value for those with weak currencies? Despite its volatility Bitcoin is making huge inroads in Emerging Markets. ...
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U.S. Manufacturing Sector Breaking Out to All-Time Relative Strength Highs; Actionable Stocks
We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight. The following industry groups are...
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Singapore 19 Sept: …On Changing Nature of Satellite Tech (But Also a Chance to Debate Key Issues)
This Tuesday Singapore gets a discussion on the changing nature, deployment, cost and so much more of space data....
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