Global Equity Strategy: Still Cautious Despite Oversold Conditions
Global markets are overdue for a bounce, But a host of uncertainties including are providing a significant headwind for broad developed and...
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BBSP ASIA Equity Asia Weekly Research - 31 Oct 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• SOUTH KOREA: Strategic downgrade on KOSPI from overweight to neutral (...
491 Views
Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
379 Views
Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
565 Views
Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
447 Views