Trump-Xi Talk, Halting Deleveraging Provides ST Relief, Stock Performance Divergence to Follow
This week’s broad rally among Chinese stocks (A, H, US ADRs), occurred in the absence of any structural catalyst but merely on speculation of a...
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Yeti, Inc IPO: How Much Should Investors Pay to Be Cool?
YETI Holdings Inc (YETI US), a US-based company specializing in premium outdoor equipment, has filed to sell its shares on the New York Stock...
583 Views
U.S. Equity Strategy: Cyclicals Remain Leadership - Staples & Utilities Are Strengthening
Investors continue to prefer the stability of the U.S. relative to emerging markets. The recent declines recorded in emerging markets and their...
581 Views
Creas F&C IPO Preview (Part 2) - Tiger's Roars Are Heard in Asia
Creas F&C is the largest apparel related IPO in Korea YTD. It specializes in producing and selling golf apparel. The IPO deal size is between...
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China's Consumer Credit Crunch, Slowing Consumption, & Stock Implications
In this note, we analyze the latest domestic consumption data including the top 50 retailers, auto sales, and P2P transactions. Domestic...
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