TWSE Foreign Holding Weekly (May 29th): Hon Hai Precision, Zhen Ding Technology, Nanya Technology
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Hon Hai Precision (2317 TT), Zhen Ding...
113 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:...
582 Views
TWSE Foreign Holding Weekly (May 22nd): TSMC, MediaTek, UMC, Compeq Manufacturing
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, MediaTek, UMC, Compeq Manufacturing,...
110 Views
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...
647 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
613 Views