Primer: mBank SA (MBK PW) - Aug 2026
Digital Pioneer with Strong Growth Trajectory: mBank is a leader in digital banking in Poland, which has translated into exceptional growth in...
98 Views
Economic Update: Inflation in January 2025
KTX expects the real interest rate to decline to 0.93% (vs. 1.0% last month), marking the lowest level in Asia. With the Thai 10Y bond yield...
95 Views
MSCI Emerging Markets Finally Join the Rally; China/HK Improve; Upgrading Taiwan, Downgrading Brazil
MSCI EM Finally Joins the Rally; China/Hong Kong Continue to Improve; Downgrading Brazil to Market Weight; Upgrading Taiwan to Overweight;...
611 Views
Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in Discretionary
Hong Kong/China Finally Bottoming?; Bullish Overall Outlook Intact; $DXY Rolling Over; Actionable Themes: Hong Kong/China, Consumer Discretionary,...
722 Views
MSCI ACWI, MSCI EM Still Above Supports; Buys in Global Value - Financials and Communications
MSCI $ACWI, MSCI EM $EEM Still Above Supports at $90.50-$91.50 and $37, though being tested today. Meanwhile, broken indexes (EURO $STOXX 50,...
630 Views