Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
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China's Belt and Road Initiative Unlikely to Slow Commodity Demand Headwinds
Much has been written about China’s Belt and Road Initiative, or BRI--formerly known as the One Belt and One Road Initiative--but we think much of...
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Last Week in Event SPACE – SK Telecom, Kuraray, Golfzon Newdin, Mandarin, TVB
This week, SK Telecom (017670 KS)'s anticipated restructuring moves up a gear; Golfzonyuwonholdings Co Ltd (121440 KS) chips in a JV with MBK; ...
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Corporate Action: Rio Tinto's Off-Market Buyback Benefits Super Funds and Lowly Taxed Investors
Our analysis suggests no-moat Rio Tinto’s AUD 700 million off-market buyback of ASX-listed Rio Tinto Ltd (RIO AU) shares benefits superannuation...
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Money Matters: Have the Drivers of Residential Property Investment in China Run Their Course?
IntroductionThere have been three key growth drivers of residential property development in China in my view: 1) The increase in urban population;...
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