The week that was in [email protected] is filled with another eclectic mix of differentiated, substantive and actionable insights from across South East Asia and includes macro, top-down and thematic pieces, as well as actionable equity bottom-up and credit insights over the past week.
Please find a brief summary below, with a fuller write up in the detailed section. We also include in the detailed section the past week’s relevant discussions in [email protected]
In The Stocks to Own in ASEAN – Vol. 32,Dr Andrew Stotz, CFA highlights 14 stocks in ASEAN that look interesting to him based upon our FVMR Methodology. His research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or some combination thereof.
In The Stocks to Own in Thailand – Vol. 30,Dr Andrew Stotz, CFA highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or some combination thereof.
The BoE’s ongoing easing programme means it need not announce any policy change at this meeting. However, with insufficient room to continue purchases into 2021, Nov-20 is a “live” meeting, which the MPC is likely to warm up toward.
Renewed lockdown restrictions, Brexit risk, and low vacancies probably disappoint the MPC. Together with the disinflationary effect of GBP appreciation, the 2yr forward trade-off turns conventionally dovish, justifying more QE soon, in my view.