EM Investors Reduce China Underweight - Take Out the B.A.Ts and They Are Overweight!
EM Investors Reduce China UnderweightGlobal EM Investors are closing their underweight positions in China. Analysis of 180 Global EM Equity Funds...
318 Views
China Banks - Back to the Land of Silly
* Increased NPL Recognition - Not Exactly Comforting; and * Lowered Reserve Coverage Each Invoke Capital Forebearance. Investment SummarySeemingly,...
254 Views
China Banks – Worsening Macro Will See Higher Bad Loans
It is hard to envisage a positive reading of the abysmal 6.1% YoY fixed asset investment growth in China for May 2018 year-to-date. Headlines and...
256 Views
BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
189 Views
BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
282 Views