Short Note: Position for Trump Trade and China Stimulus – Buckle up for Next Week
Next week is going to be huge with US Presidential election and China's NPC standing committee meeting taking place, both of which will have...
HK Property Update: The Fed, the Policy Address and the Physical Market
On the back of 1) Fed's rate cut cycle, 2) HK Policy Address, and 3) improving industry fundamentals, we remain positive for HK property stocks,...
U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives
U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives. Actionable Themes: Real Estate, Utilities, Telecommunications, Energy,...
Smartkarma Originals