EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
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Barclays' Bonds Could Benefit from IFRS 9 Moves, While Asia’s AT1s Are Unchanged
Barclays Plc (BACR) would benefit from a reset of IFRS9 transitioning and expected credit loss deferral as proposed for European Union banks....
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HSCEI Dividends - Pricing Is Bullish
Following HSIL's announcement of the eligibility of WVR securities and secondary listings for inclusion in the Hang Seng China Enterprises Index...
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Chailease Holding – Delayed Reaction By ASEAN Should Weigh Heavily On Results Too
* Earnings Under Pressure: Chailease Holding (5871.TT) [Chailease] reported 1Q20 bottom-line profit of TWD 3.9n – declining TWD 63.5 mn (1.6%)...
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Bank Credit Weekly: Insight 2020 Update on Contingent Capital – CCB (Asia) Curve Value
In preparation for Insight 2020, we change it up this week and update several charts that we will discuss during the event. Notably, we find that...
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