Asia ex-Japan consumer sector long-only analyst.

Chan Wai Leong

Thematic (Sector/Industry)

This paper addresses the structural changes in external investment research.
Traditional sell-side research does not meet the needs of fund managers. The reasons for this are complex but the net effect is fees paid to external research are shrinking. To address this trend,
<ol>
<li>Note that buy-side research can be outsourced. External research can be customized to meet the needs of a select group of fund managers, thereby increasing its relevance to that group.</li>
<li>Recognizing that breadth of coverage is just as important as depth.</li>
<li>Place the needs of the fund managers above the desires of corporates.</li>
</ol>
Making money in the stock market is easy; outperforming the peer group is a zero-sum game. Still, it is possible to outperform the market. A conservative portfolio that can patiently wait for extraordinary opportunities may skew its distribution of returns to the upside. To conclude, I introduce a model portfolio for APxJ consumer sectors.

This paper addresses the structural changes in external investment research.
Traditional sell-side research does not meet the needs of fund managers. The reasons for this are complex but the net effect is fees paid to external research are shrinking. To address this trend,

Note that buy-side research can be outsourced. External research can be customized to meet the needs of a select group of fund managers, thereby increasing its relevance to that group.
Recognizing that breadth of coverage is just as important as depth.
Place the needs of the fund managers above the desires of corporates.

Making money in the stock market is easy; outperforming the peer group is a zero-sum game. Still, it is possible to outperform the market. A conservative portfolio that can patiently wait for extraordinary opportunities may skew its distribution of returns to the upside. To conclude, I introduce a model portfolio for APxJ consumer sectors.

AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

MSCI Emerging Markets Index / Technical Analysis

Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of bottom-up recommendations, spanning most sectors and all market capitalizations.

Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of bottom-up recommendations, spanning most sectors and all market capitalizations.

Emerging Markets: Technical Strategy & Reccommendations

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

<div class="content-highlight"><h2>Market Overview</h2></div>The S&amp;P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017.<ul>
<li>The market witnessed a steady rise post budget as fears of an extension of holding period for long-term capital gains in Budget 2017 proved unfounded. The Government kept the fiscal deficit target of FY18 at 3.2%, a positive signal for markets.</li>
<li>The rally was further accentuated post a massive win for the Bharatiya Janata Party in the states of Uttar Pradesh and Uttarakhand. Winning a major…</li>
</ul>

Market OverviewThe S&amp;P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017.
The market witnessed a steady rise post budget as fears of an extension of holding period for long-term capital gains in Budget 2017 proved unfounded. The Government kept the fiscal deficit target of FY18 at 3.2%, a positive signal for markets.
The rally was further accentuated post a massive win for the Bharatiya Janata Party in the states of Uttar Pradesh and Uttarakhand. Winning a major…


Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms

Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6 million households, feature phones too are making a strong drive into the hands of consumers in India, especially in rural areas where wireless teledensity is a low 52.84 compared to 165.04 in urban India. According to Speeda, the Indian mobile phone market is predominantly a feature phone market with smartphones making up for only 39.7% of handset sales…

At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6 million households, feature phones too are making a strong drive into the hands of consumers in India, especially in rural areas where wireless teledensity is a low 52.84 compared to 165.04 in urban India. According to Speeda, the Indian mobile phone market is predominantly a feature phone market with smartphones making up for only 39.7% of handset sales…

Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"

Executive summaryDigitisation of cable in India has disrupted the traditional analogue cable industry and has catapulted DTH (direct-to-home) providers into the limelight. But rising prices could put pressure on consumers who now have the opportunity to substitute DTH with other cord-cutters. Will broadband and OTT (over-the-top) operators disrupt the DTH market in India?DetailDTH Subscribers Capitalise on Digitisation of Cable TV in IndiaThe Indian DTH (Direct-to-Home) market is the largest in…

Executive summaryDigitisation of cable in India has disrupted the traditional analogue cable industry and has catapulted DTH (direct-to-home) providers into the limelight. But rising prices could put pressure on consumers who now have the opportunity to substitute DTH with other cord-cutters. Will broadband and OTT (over-the-top) operators disrupt the DTH market in India?DetailDTH Subscribers Capitalise on Digitisation of Cable TV in IndiaThe Indian DTH (Direct-to-Home) market is the largest in…

Cable TV Digitisation in India: Growth of Broadband Users Unlikely to Lead to Cord-Cutting of DTH

India

Zee Entertainment Enterprises Limited is an Indian media and entertainment conglomerate engaged in broadcasting satellite television channels, operating digital media, and selling media content including programs, film rights, and music rights. It offers content in multiple languages through international and domestic channels, and its brands include Zee TV, Zee Cinema, and ZEE5. The company is headquartered in Mumbai, India, and was incorporated in 1982.

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Zee Entertainment Enterprises (Z IN)

AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio

This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...

Chan Wai Leong

Emerging Markets: Technical Strategy & Reccommendations

Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...

Vermilion Research

Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms

Market OverviewThe S&P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017. The market witnessed a steady rise...

Das Capital Management and Advisors

Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"

At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...

Speeda Research

Cable TV Digitisation in India: Growth of Broadband Users Unlikely to Lead to Cord-Cutting of DTH

Executive summaryDigitisation of cable in India has disrupted the traditional analogue cable industry and has catapulted DTH (direct-to-home)...

Speeda Research

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