EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
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IKang: Endgame Approaching, But Fair Price Is Distant
iKang Healthcare Group (ADR) (KANG US) 's December quarter results provide updated benchmarks for evaluating Yunfeng and Alibaba's US$20/ADS offer...
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IQIYI IPO: Tencent Video's Metrics Point to a Stronger Business
Comparing iQIYI Inc (IQ US) to its key competitors, Tencent Video and Youku, is a challenge due to lack of financial disclosure from competitors....
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TRACKING TRAFFIC/Chinese Express & Logistics: January+February Volume Surges, But Is It Sustainable?
Tracking Traffic/Chinese Express & Logistics is the focal point for all our research on China's express parcels and logistics sectors. Tracking...
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