Korean Pref Shares: Closing the Gap [#3] - 2Q18 Review (Opportunity in LG H&H Pref?)
The Korean preferred shares had excellent an share price performance on average in 2Q18. The top 30 Korean preferred shares were down only 0.2% on...
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Why Is the Moon Administration So Anti-Samsung?
It has been more than a year since Moon Jae-In has become the President of South Korea. Since this period, it has been becoming more apparent that...
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BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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Emerging Markets Strategy:Â Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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