Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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Industrial Capsule: Extraction of Crude Petroleum and Natural Gas in China
Gas production to drive growth as oil production continues to fall. Natural gas output grows, supported by increasing domestic demand. China...
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City-Gate Price Cut Reaffirms Our Positive Outlook On Gas Distributors; Neutral On Midstream Players
We believe the recent cut of CNY 0.10 per cubic meter in the city-gate price effective Sept. 1 for non-residential users is a positive development...
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Hong Kong Single Stock Options Weekly (Apr 27–30): Energy Strength and Pop Mart Activity Spike
Diverging market performance sees HSI weaken while Energy leads and elevated Pop Mart options activity stands out in weekly flows.
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BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
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