StubWorld - Set-Up & Unwind Extremes:Â Wheelock, JCNC, Swire
This week I briefly look at recent bifurcations in: Wheelock & Co Ltd (20 HK), as Wharf Holdings Ltd (4 HK) trades ex-entitlement...
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21 Things Worth Knowing (#14)
In this issue:Machine Learning as a moat, Mexico's lack of debt problem, JD.com surprising Q3, CIMB loses customer data, Jardine complicates...
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Vietnam H1 2017 Update
MacroeconomyVietnam's GDP growth rate in H1 2017 fell short of expectations, which will make it difficult for Vietnam to reach its growth target of...
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Frontier Markets with a Focus on Vietnam, Sri Lanka, Romania, and Mongolia
Insight OverviewAfter considering its global peers, Vietnam’s stock market valuation appears acceptable, and its market offers a higher degree of...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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