China Financials – The Accident About to Happen
* Risk Increasing Within Tier 2 Banks: The 2nd tier banks is looking increasingly vulnerable. Tighter asset management regulations are being...
238 Views
Anbang Group - Snared
* Orchestrated Collapse: The CIRC notified Anbang that it took over the company’s Board and managerial functions for an extendable one year period...
354 Views
2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
297 Views
EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
321 Views
China Life 2628 HK - Explosively Bullish
PREFERRED CASEBullish to 32.00 before 41.00 in a longer term. 26.00/max 23.50 support within this bullish dynamic.Should you have any questions and...
282 Views