SINO-ASEAN Strategy: Is There No Stopping This Bull Run? - Part III
Our Global Reflation Pulse Check indicates that global reflation trade is alive and well. Our conviction on global reflation trade sans...
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SingPost: Kitchen-Sinking for FY16/17 Is Easy, but Turning the Corner Is Tricky
Singapore Post Ltd (SPOST SP) reported FY 16/17 full year results ended March - lots of exceptional items recorded for this year. Postal: Its...
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Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
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Tencent's WeChat Is China's Dominant Mobile Gateway
Tencent (700 HK) has been our top thematic pick on the strength of its wireless platform. Recent reports from the company highlight the consistent...
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China: Underweight, Not Under-Owned
In this report we look at China and its place within global emerging market equity funds. We find that despite a large underweight relative to the...
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