SingPost: Kitchen-Sinking for FY16/17 Is Easy, but Turning the Corner Is Tricky
Singapore Post Ltd (SPOST SP)Â reported FY 16/17 full year results ended March - lots of exceptional items recorded for this year. Postal:Â Its...
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Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
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Tencent's WeChat Is China's Dominant Mobile Gateway
Tencent (700 HK) has been our top thematic pick on the strength of its wireless platform. Recent reports from the company highlight the consistent...
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China: Â Underweight, Not Under-Owned
In this report we look at China and its place within global emerging market equity funds. Â We find that despite a large underweight relative to the...
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China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
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