Hansoh Pharmaceutical (3692 HK): Innovative Drugs and BD Momentum Drive 2025 Performance
​Hansoh beats expectations with 27% YoY net profit growth to RMB6B in 2025, on 23% YoY revenue growth to RMB15B. Innovative medicines revenue...
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Morningstar Markets Observer: Q2 2016
All fixed-income indexes posted especially strong returns considering the current low-yield environment, because of falling interest rates and...
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Stock Market Outlook: Stocks Start to Look More Attractive
We view the overall market as slightly undervalued, based on our fair value estimates for approximately 1,500 global companies. The financial...
352 Views
Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
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Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
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