Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
118 Views
Last Week in Event SPACE: Samsung, NTT Data, Investa, Pacific Textile, Sino Gas, Jardines
Last Week in Event SPACE ... The disposal of shares in Samsung Electronics Co Ltd (005930 KS) was well-telescoped, however, there is uncertainty as...
177 Views
StubWorld: China Conch, ESun/Lai Fung and the Chain Principle
This week in StubWorld ... China Conch Venture Holdings Ltd (586 HK) is trading rich to Anhui Conch Cement Co Ltd A (600585 CH)after a noticeable...
194 Views
Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
309 Views
BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
194 Views