U.S. Equity Strategy: Market Too Good To Be True?
Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. In today’s report we highlight attractive Groups and stocks...
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Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs
Alibaba Group Holding (BABA US) plans to launch a $10-15 billion secondary listing in Hong Kong on 11 November, Singles Day, according to press...
854 Views
Shanghai/Shenzhen Connect Snippet: Moutai Out, Foshan Haitian In (2019-05-31)
In our weekly Shanghai/Shenzhen Connect Snippet series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
623 Views
Metals Long Theme on Weak USD and China Bounce
After hitting our core rally target at DXY 97 we have noted cracks in USD strength and transitioning into some USD short positions. More...
281 Views
Energy Drives Commodity Price Gains in May
PRICE FORECAST CHANGES - RAISING COAL; CUTTING GOLD:We raise our annual average Coal (COAL COMDTY) price forecasts by 10% after strong price gains...
108 Views