Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
283 Views
Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
366 Views
BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
338 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.4k Views
U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
4k Views