Global Equity Strategy: Mixed Market Environment Continues As Yields Break Down
The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections and 10-year yields in the US and Germany are...
365 Views
Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
935 Views
No Details on Much Anticipated Farmland Conversion in HK CE's First Policy Address
Carrie Lam’s first policy address did not provide details on the much-anticipated farmland conversion as a means to jump-start the newly announced...
264 Views
Global Index Float Methodology Change: HK Stocks with Big Passive Sells
A lot of the stocks with expected passive outflows have underperformed the indices over the last couple of weeks. We would look to unwind trades in...
1k Views
Developer Stocks Not Likely to Be Affected by New Prudential Measures
The Hong Kong Monetary Authority announced its eighth round of prudential measures targeting mortgage lending. Two of the measures will directly...
317 Views