CNOOC Cost Cuts Impress
CNOOC posted a decent set of interim results with more significant cost cuts than we had originally assumed, leading to an increase in our fair...
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Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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Is The Commodities Complex Breaking Down All Over Again?
Oil symbolically broke $40 to the downside US time Monday, though many stocks last week stubbornly refused to read the tea leaves from the physical...
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Korea Stock Market Monthly Recap #4 - (July 2016)
Key Events in July - Rebound from the Brexit announcement, driven by expectation of further delay in Fed's rate hikes coupled with increasing...
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US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
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