Death Rattle for Defensives?
While it is not a given that a switch from a high growth, high interest rate environment to a low growth, low interest rate environment is a good...
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BOJ Outcome: Symbolic Stimulus (As We Predicted)
As forecast by Europacifica, BOJ offered symbolic (modest) easing today.- Though it left overnight rates at -0.1%, the BOJ increased its ETF...
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BOJ: The 80 Trillion Yen Question
The Bank of Japan July policy meeting ends tomorrow (Friday 29 July), and markets remain divided as to its outcome. Although expectations of...
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RRG Proprietary Measure Uses Online Activity to Measure Consumer Sentiment in Asia
RRG Internet Consumer Activity Monitors (ICAMs) and News Flow - Testing the Ability to Identify Media Bias People tend to adjust their answers in...
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Aequitas: Chando Global Pre-IPO - The Negatives- Inconsistent Growth and Margins
Chando Global Limited (CG) is looking to raise at least US$500m in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positve...
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