China A-Share Strategy: More Upside in 2nd Half of 2020
We see China A-share market moving higher in 2nd half of 2020 as earnings bottomed in 1Q and rebound in the subsequent quarters. After China...
418 Views
Taiwan: Looking Good
Of all the countries still officially forecasting growth this year – Korea, Indonesia and until recently India – Taiwan has the best prospects of...
293 Views
China Equity Strategy: US Holding Foreign Companies Accountable Act -- A Lengthy Process to Watch
Last week, US Senate passed the Holding Foreign Companies Accountable Act by unanimous consent. The proposed bill states that if the SEC/PCAOB...
293 Views
China A-Share Strategy: R/QFII Quota Removal to Offer More Attractive Channel to Invest In China
The China regulator have announced the detail measures that it would scrap the investment quotas under the QFII (Qualified Foreign Institutional...
270 Views
Asian Corporate Debt
As lockdowns begin to ease in the US and Europe, the flow of macroeconomic data is worsening, hinting at the economic pain to come. Asian companies...
250 Views