Indonesian Infrastructure - UnUsual Suspects
Which companies come into your portfolio when you want to invest in Indonesian infrastructure...
407 Views
Companies Where Consensus and Company Guidance Are Far Apart.....
1H Earnings season is just around the corner for most Japanese companies and a lot of companies like to revise guidance when they annouce 1H...
446 Views
International Compass
Top-down and bottom-up technicals continue to articulate a bullish global outlook.  However a big rotation is underway.  The "anti-reflation" call...
609 Views
Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
1.8k Views
Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
424 Views