China A-Share Strategy: New Equity Financing Rule, A Catalyst for Market Upside (SHSZ300 Index)
Investors might have overlooked the potential of new equity financing rule announced in mid-February. Our past experience shows the latest revision...
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Virus Fallout - Corporate Asia's Foreign Debt
Panic has replaced complacency as the number of new coronavirus cases outside China soar. If the worst-case scenario of a global profit-led...
320 Views
China A-Share Strategy: Pro-Growth Policies to Boost Tech-Focused Equity Market (SZCOMP Index)
We believe China A-shares are still in early inning of double-digit return in 2020, though facing the uncertainties in widespread coronavirus and...
336 Views
Long and Short Plays in Asia with SPX Bear Pressure into March
S&P 500 (SPX INDEX) is buckling form our mid February peak call and pullback sequence slated for late February/early March.Our cycle work...
271 Views
Fresh Resistance/Short Levels in Asia
Our view in Asia remains to sell rallies in February given risk of supply chain repercussions in February and a follow up on our original insight...
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