BBSP ASIA Equity Asia Weekly Research - 31 Oct 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• SOUTH KOREA: Strategic downgrade on KOSPI from overweight to neutral (...
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Aussie Retail Investors: Don't Be Fooled by Amazon's Slow Start
So far, Australian retailers haven't felt Amazon.com Inc (AMZN US) AU's presence, but the threat is real.Amazon AU Forcing Traditional Retailers to...
223 Views
Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index.  In today’s report...
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Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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Australian Reporting Season: Insurance Australia Group, Villa World & Wesfarmers
Australian reporting season today (15 Aug 2018) saw Insurance Australia (IAG AU), Villa World Ltd (VLW AU) and Wesfarmers Ltd (WES AU) report full...
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