Asian Buybacks Accelerating; Consistent Share Repurchasers Offer Safety
​Asian buybacks, led by HK, CN, KR, are surging. Buybacks more than doubled in H125 relative to full year 24 levels. Top consistent repurchasers:...
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Asian Equities: Preserving Capital in 2025 – Parallels and Contrasts from 2018
​Volatility could rise as trade war escalates. But China exports much less to US now, Korea & Taiwan much more. Our Capital Preservation Basket has...
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Asian Equities: Asia's Robust Dividend Yielders
​In uncertain times, firms distributing cash as dividends are naturally investors' darlings. Screening large caps on min 6% div yield and future...
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Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
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Monde Nissin IPO Trading - Most Get off to a Slow Start, Peers Trading up Should Help
Monde Nissin (MNC), a food manufacturer in the Philippines, raised around US$1.1bn in its Philippines IPO. It will start trading tomorrow.
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