Taiwan – Limited Impact
Anybody looking at monthly credit costs for Taishin Financial Holding (2887 TT) may wonder about the sharp decline since March. The reality is that...
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Taiwan - Bank Stocks See Short Covering
Total short notional in Taiwan stocks is TWD 250,396 mm (~US$8.36 bn) as of 10 January 2020. Over the week, the largest short positions were put on...
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Hitachi Tender for Yungtay Engineering Launches
Hitachi Ltd (6501 JP)announced today after the close that it had received approvals from the relevant government organs for its proposed Tender...
682 Views
BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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