Tingyi (322 HK): Leveraging of Global Know-How
Earnings on an upcycle trend, good price momentum, and good cost management relative to its sector Strong brand gives competitive advantage that...
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Global Equity Strategy
Overwhelmingly, and to take a line from our U.S. Compass report, recent declines have corrected the excess. Where many charts appeared stretched...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
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Asahi Is Really Getting Out of Tsingtao!
It is official! Asahi Group Holdings Ltd (2502 JP) has finally found a buyer for its 20% stake in Tsingtao Brewery Co Ltd H (168 HK) . Asahi...
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