Global Emerging Markets: Unloved Stocks
Many stocks in the benchmark MSCI Emerging Markets index are largely avoided by active investors. To screen for unloved stocks, we filter our...
342 Views
Sell Lenovo (992 HK) FY2020: Falling Revenue, Rising Debts
Lenovo presents itself as a dynamic IT company, well positioned to benefit from the growth in connectivity. It talks about taking share and record...
231 Views
China Internet Weekly (25May2020): Delivery Orders Surged in April, and Earnings Season
Delivery orders increased by 32% YoY in April versus 23% in March. Xiaomi (1810 HK) achieved year-over-year growth despite the pandemic...
186 Views
HKEX – Not So Fast
*Possible Gift to HKEX: Lower equity market velocity - on the back of reduced market volatility, reduced investment income, and ratcheted pressures...
222 Views
Havells India (HAVL IN) | The Lost Summer
FY21 is going to be a challenging year for Havells. With the loss of summer season, lower demand, and lack of activity in the industrial business...
133 Views