EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
314 Views
Int'l Equity Strategy: Buy Energy, Global Autos
Sector trends are telling a bullish narrative. Cyclical sectors continue to lead, with tech at the helm, and defensive segments still exhibit...
382 Views
Buying Petrochina Bull Breakout
We have been eyeing Petrochina for a breakout above 5.10 to follow the lead of CNOOC. Petrochina has a tremendous amount of catch up potential at a...
230 Views
Sinopec's 3Q Displays Downstream Resilience; Capital Expenditure Cut Leads to Increased FVE
Following a lowering in our capital expenditure assumptions, we raise our fair value estimate on Sinopec to HKD 6.80 (USD 87 per ADR) from HKD 6.20...
216 Views
21 Things Worth Knowing (Issue 4)
1. A new law in China requires even stricter data residency. A new draft law requires any company doing business with a Chinese company to leave...
275 Views