China Seeks to Reshape the Asia-Pacific Security Order
China released a White Paper detailing its policy on security cooperation in the Asia-Pacific. China seeks to establish a “multi-layered,...
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Asian Central Banks: Rising Regulatory Risks for Investors
Destabilising capital flows push central banks into defensive mode: Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards...
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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...
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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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Year Ending in 7 & Korea's Presidential Election Cycles
The combination of the years ending in 7 and Korea's Presidential Election years tend to be important inflection point years for the Korean stock...
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