Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
221 Views
Huami IPO Valuation: Priced to Reflect Low Earnings Quality
Huami is a wearable device company backed by its largest customer Xiaomi, a 20.4% shareholder. On Friday, it announced its IPO price range of...
456 Views
Qualcomm- Another US$1.23bn Fine to Euro; Legal Battles Positive for Broadcom's Hostile Takeover
SummaryAnother US$1.23bn fine to European Union antitrust regulator is not a surprise to us and we expect the leftover legal battles between...
176 Views
Sector Capsule: Internet Retailing in Japan
Logistics is a challenging issue in internet retailing in 2017 Amazon Japan continued to lead internet retailing in 2017, accounting for a 14%...
115 Views
Sector Capsule: Internet Retailing in Indonesia
Governmental support and a shift in consumer behaviour are the two major factors driving fast growth in 2017 Foreign acquisitions engender fierce...
121 Views