CMBI Research Focus List (November Edition) – Our best high conviction stock ideas
In our last report dated 17 October, we highlighted a list of 21 long ideas.The basket (equal weighted) of these 21 stocks underperformed MSCI...
China's Latest COVID Policy: What Are the Plays?
The refined COVID combating measures in China is welcoming and should benefit the consumer discretionary, travel and hospitality and airlines...
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