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...
314 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:...
205 Views
StubWorld - Set-Up & Unwind Extremes: China Conch, China Unicom
This week: recent outperformance implies China Conch Venture Holdings Ltd (586 HK)'s rump is no longer free; and a brief update on China Unicom...
302 Views
Quiddity Weekly H/A: Shares Discounts & Southbound Flows 20180112
This is a new H/A Spread monitor project which attempts to give a brief look at recent changes in H-Share and A-Share spreads based on various...
336 Views
Anhui Conch Pullback No Cause for Alarm
Anhui Conch Cement Co Ltd H (914 HK) fell 5.7% on Thursday (Jan 11), reversing Wednesday’s 4.9% jump, following reports of a CNY 120-170/ton drop...
179 Views