China/HK: Passive Activity Expected Later This Month
There could be up to 10 adds/29 deletes for China in Feb. Flow varies from US$14m-175m and impact from 0.05x-22.75x ADV. Bestechnic Shanghai is a...
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Buys Within Global Energy, Health Care, and Utilities; Bullish Outlook Intact on Global Equities
Seeing a clear shift into value and defensives, and we recommend adding exposure to these areas globally. Constructive if supports hold: $98-99 on...
574 Views
Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia
Hungary: Faster earnings growth should drive GDP higher in coming months.Mexico: Expected to raise rates 50bps next Thursday in the wake of...
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Surging Coal Prices Drove Positive 2016 Profit Alerts for Coal Companies
The positive 2016 profit alerts from China’s coal companies are within expectations, with profit rebounds driven by higher coal prices. The...
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Playing the OPEC Deal
Oil prices have had a jittery week after the shock of the US elections leading to a dollar resurgence and abject confusion over the impact on the...
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