China Bluechemical Ltd (3983.HK) - Fertiliser Pricing on the Up
Investors can capitalize on rising food and energy prices in this fertiliser stock poised for an upswing, with a low valuation and a strong...
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Revisiting Jafco (8595.T) - Company Reaches An Important Milestone
Jafco reaches the holy grail of asset management , while its new fund raising is exceeding expectations. Exit multiples for Japan will likely...
230 Views
2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 2
Since we published this piece, The HSI is up 12%, the HSCEI is up 16% and the HSCCI is up 17%. Since January's bottom, when we reiterated BUY,...
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Overview #3 -The Good, the Bad, and the Bank of Japan
The Bank of Japan continues to tinker around the edges, not impacting the JPY's primary trend, while the Federal Reserve continues to run an easy...
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China Ups the Ante with Relaxation of Property Curbs
The relaxation of property curbs in Beijing is a massive positive signal to the market and is not to be underestimated. Other data from China...
206 Views