Increasing Shorts on Strength
Our sell out of Asian longs yesterday was timely. S&P top is in place at 1,940 (futures) after hitting our base case level of 1,938 with risk...
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A Gradual NPL Cycle in Asia
Only three countries in Asia Pacific are seeing NPLs in decline during over the past three to four quarters. The average rate of growth is 20%,...
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Hong Kong Connect Flows (March): $8.7bn Inflows
We estimate inflows to be $8.7bn from mainland investors to HK stocks in March. We highlight flows for Tencent, Xiaomi, China Life, CNOOC, SMIC.
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With Radically Lower Oil Prices, Market Risk Assets Is a Focus
In DBS’s year 2014 annual report it defines market risk on page 90 as follows: “Market risk is the risk is the risk of loss arising from adverse...
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Financial Services Observer. A Polarized World: Credit Bubbles in Emerging and Developed Economies
The financial crisis left a deafening echo in investors' ears.The ingredients of any financial bubble are well known: Easy credit availability,...
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