Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
364 Views
The Company Knows Best: 2017 Asia Buyback Monitor
Continuing our series of monitors to recap small-cap performance in 2017 (ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018 and...
424 Views
Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
3.7k Views
Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
916 Views
Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
2.4k Views