Quiddity T50/100/TDIV Jun26 Results: All Changes Correctly Predicted; Massive Flows Confirmed
Across all 3 indices, we correctly predicted 27 of 27 confirmed changes (100% success rate) using 29 predictions (93% accuracy). Many names have...
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Yuanta/P-Shares Taiwan Div+ ETF Rebalance Preview: 6 Adds, 5 Deletes; US$12bn Trade
There could be 6 adds, 5 deletes and capping changes in June leading to a one-way turnover of 26.4% and in a round-trip trade of US$12.2bn. Many...
225 Views
Taiwan Banks: Trading Thoughts on Four Names
Taiwan seems to periodically awaken to consolidation noise and initiatives. The Banking Sector is recognised by all and sundry as ripe for...
775 Views
Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
1.3k Views
Making Sense of Chinese Investments in Africa
Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...
360 Views