BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
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Last Week in Event SPACE: Samsung Biologics, Shire, Lotte, Mitula, JSW, Nisshinbo
Last Week in Event SPACE ... In what is probably the secondmost interesting arb in the world, the attractive trade may simply be to go long LIFULL...
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StubWorld - Pasona, Swire, Jardine, Rusal
This week in StubWorld ...Now is not the time to set-up Pasona Group Inc (2168 JP) as the impact from Benefit One Inc (2412 JP)'s likely TSE1...
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