Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal of the Hated by the Street screen is to identify names where the stock price has...
315 Views
Indonesia: Firing on All Cylinders (But One) With Inflation at a 60-Year Low
Indonesia's CPI inflation rate averaged 3.5% YoY in 2016, the lowest in at least 60 years. BI capitalized on this by effectively cutting its policy...
266 Views
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...
253 Views
Indo Macro: Are We Cleared to Land?
Amid the uncertain global investing backdrop, we take a close look at Indonesia's macro resilience. A trip down the memory lane suggests that...
296 Views
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...
311 Views