It Is All Playing Out with China's Banks
The NPL crisis is upon us in China. It’s playing out even if it appears slow.Some of the first movers to show NPLs provide a guide as to what to...
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With Radically Lower Oil Prices, Market Risk Assets Is a Focus
In DBS’s year 2014 annual report it defines market risk on page 90 as follows: “Market risk is the risk is the risk of loss arising from adverse...
412 Views
Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
416 Views
Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens | Mar 23-27
Korea (IR 3.0) & Taiwan (2.7) crush AAXJ on risk-adjusted returns while India's alpha collapses to -3.1. WEEKLY snapshot of alpha across 9 Asian...
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HK Connect Flows Weekly (Mar 20th): CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO,...
303 Views