BBSP ASIA Equity - 14 March 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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A Historic Meeting Between Trump and Kim Jong-Un
It was announced today that President Trump plans to meet the North Korean dictator Kim Jong-Un. This is remarkable since it would be the first...
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Samsung Electronics Bullish/Bottoming with SK Hynix Cycle Leader
SEC (Samsung Electronics) has lifted off of our 2.2m buy support zone twice now but the lead-lag cycle with the similar pattern breakout in SK...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
466 Views
Toshiba: Likely Delay in Deal Approval and Poor Non-Memory Earnings Make IPO More Likely
Prior to Toshiba's release of its 3Q earnings at 1pm today, there were two pieces of news: The company was likely to miss its March deadline for...
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