Taiwan - Shorts Build Up on Yageo (2327)
Total short notional in Taiwan stocks is TWD 256,524 mm (~US$8.41 bn) as of 15 November. Over the week, the largest short positions were put on...
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Taiwan Banks: Not the Bargain They once Were
Given their stellar outperformance this year, we are now more cautious on Taiwan's banks.The sector is, one must not forget, still weighed down by...
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Notable Thai Deals for H1'18
Occasionally, we take stock of the most important deals in each period. For H1'18, we highlight three deals. They are not necessarily big deals by...
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Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
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Japan and the Financial Sector in Asia Highly Correlated to the US....
We looked at which regions in Asia are most correlated to the S&P500. Over the last 8 years, 42% of Japanese companies have greater than 30%...
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