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Bank of Communications (601328 CH)
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Financials
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China
Bank of Communications Co.,Ltd. provides banking services. The Company offers deposits, loans, domestic settlement, currency trading, and other services. Bank of Communications provides its services to individuals, enterprises, and other clients.
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bullish
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Thematic (Sector/Industry)
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10 Nov 2016 11:59
While Trump Victory May Increase Volatility, There Are Some Long-Term Positives for Financials
Donald Trump's unexpected presidential victory in the U.S. has certainly surprised the global financial markets, and we expect a fair amount of...
Morningstar, Inc.
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140 Views
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bearish
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Thematic (Sector/Industry)
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09 Nov 2016 15:13
Against [Official] Odds It's a Trump USA Now
It is not official yet. But against many odds it looks like Trump has taken it. There are many implications we need to act on in our portfolios....
Charles De Trenck
283 Views
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bearish
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Thematic (Sector/Industry)
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09 Nov 2016 06:28
Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely
The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...
Asia Advisors
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268 Views
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bearish
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Macroeconomics
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08 Nov 2016 12:09
What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
Christopher Balding
171 Views
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bullish
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Thematic (Sector/Industry)
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05 Nov 2016 16:22
Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
Sean Maher
166 Views
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