Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal ofĀ the Hated by the Street screen is to identify names where the stock price has...
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Asia in 2017: Scenarios and Forecasts (Part II)
In light of the global scenarios sketched out in the forked insight, we analyse the implications of these global drivers and domestic forces on...
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CHINA - A Look into 2017 -Ā A Year for Volatility ā Part I
Many unknown factors by governments will be the key drivers. Capital outflows to slow in 2017. Real estate slows too much, but still pent up...
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Globalizing China's Imbalances, Part III: Trade Recession and Its Sufferers
During China's trade recession, its trade surplus widened between May 2014 and August 2016 -- hurting trading partners, as China's imports...
308 Views
Riedel CNBC Interview on Outlook for EM in 2017
Click the link below to view an interview yesterday with David Riedel on CNBC discussing EM in 2016 and the outlook for 2017 USD strength since the...
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