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...
478 Views
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...
720 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...
387 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...
234 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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