HK Connect Discovery - January Snapshot
This is a monthly version of our HK Connect Weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow weekly. Over...
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Korea Stock Market Monthly Recap #32 (January 2019)
Korean stock market surged in January with KOSPI up 8% this past month. KOSPI was led by the market leaders including Samsung Electronics (005930...
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Global Equity Strategy: Global Outlook Improving
Broad global indexes (MSCI ACWI, ACWI ex-U.S., and EAFE) are showing signs of bottoming due to positive short-term price inflections topside their...
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Share Classifications: Jan 2019 Month-End Snapshot
This month-end share class summary is a companion insight to Travis Lundy's H/A Spread & Southbound Monitors and Ke Yan's HK Connect Discovery...
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Baidu (BIDU): The Change Amounts to Business Suicide, Disappointing Existing Users and Clients
Baidu's new methodology directs the large majority of search results to its in-house functions, especially to its blog function BJH (百家号). Baidu...
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