StubWorld - Set-Up & Unwind Extremes (10 July 2017)
Following my framework insight on ~650 parent vs. holding relationships, I will construct a weekly table highlighting those relationships or stubs...
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WMP Exposure in Smaller Banks in China & Who Are The Banks' Shareholders
Everyone has been talking about the onset of the WMPs failure that could unleash the grand scale sub-prime crisis like and about how a 2%...
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BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
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Sequential Profit Is Telling for China Banks
The China bank numbers show us once again that quarterly figures during the year are hardly reliable. This is because it is in the final quarter...
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China: Underweight, Not Under-Owned
In this report we look at China and its place within global emerging market equity funds. We find that despite a large underweight relative to the...
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