Special Report: Stock Valuation - January 2, 2025
The expansionary fiscal policy of the incoming US president is expected to keep US bond yields high for an extended duration, posing risk of de...
609 Views
Agribusiness and Food Sector - DECEMBER 9, 2024
The 4Q24E earnings of the agribusiness and food sector are expected to recover YoY but decline QoQ, particularly for major livestock companies
333 Views
Agribusiness and Food and Beverage Sectors - October 4, 2024
The combination of the Vegetarian Festival and the school holiday break is anticipated to exert downward pressure on broiler and swine prices in...
328 Views
Economic Update: Central Banks: Fed, BoE, BoJ and ECB - SEPTEMBER 24, 2024
The Fed’s first interest rate cut, a significant reduction of 50 bps, coincided with the ECB lowering rates and the BoE holding rates steady as...
417 Views
The Stocks to Own in ASEAN – Vol. 48
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added...
458 Views