Philippines: Drifting in to Oblivion
Allocations in Philippines stocks hit their lowest level since 2011 as Global EM Managers scale back exposures.• The average Philippines allocation...
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DM Wenceslao IPO Review - Priced To Reflect Concentration Risk
Summary from previous Insight Dm Wenceslao And Associates (DMW PM) 's large land bank in Aseana City at a low cost gives the company an advantage...
748 Views
DM Wenceslao Pre-IPO Review - A Bet on Aseana City
Dm Wenceslao And Associates (DMW PM) is looking to raise approximately US$300m in its upcoming IPO. Proceeds raised will be mainly used to fund the...
393 Views
Asia Real Estate Equities: In Search of Value in the Asia Ex-Japan Property Developer Universe
Following our insight, CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant? which illustrated the...
246 Views
21 Things Worth Knowing (#5)
1. Is Bitcoin a store of value for those with weak currencies? Despite its volatility Bitcoin is making huge inroads in Emerging Markets. ...
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