Thailand Short Interest Weekly (Aug 7th): Delta Electronics, SCC, Gulf Energy Development, CP ALL
We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics (DELTA TB), SCC (SCC TB), Gulf...
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Changing Landscape for Global Plays - Shifting the Allocation of Global Plays Toward Asia
The global economy is less synchronized than in the past, meaning that a global plays strategy should be more area focused to enhance the growth...
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The Stocks to Own in Thailand – Vol. 38
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since its inception, it has gained 108% versus the...
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EM Funds Raise ASEAN Allocations
Regional rebalance occurring among active EM funds. Out of EMEA and the major Asian nations and in to ASEAN, MENA and South America.
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The Stocks to Own in Thailand – Vol. 37
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, and 10 new...
508 Views