The Stocks to Own in Asia – Vol. 35
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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Screening the Silk Road: Q4 2021 High-Risk Names to Avoid
As we move through into Q1 2022, we expect to see volatility around highly priced & leveraged names. This screen is a key starting point towards...
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The Stocks to Own in Asia – Vol. 34
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
284 Views
HK Inno.N Book Building Results Analysis
The IPO price of HK Inno.N has been determined at 59,000 won (high end of the IPO price range). The demand ratio among the institutional investors...
160 Views
Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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