Global Equity Strategy: More Cracks Begin to Show
Adding to last week’s concerns reiterated above, additional developments which have further dampened our overall outlook include a breakdown in the...
441 Views
China Banks – Base Effect of Low NPL Ratios
Of China’s listed banks there are only just five that have an NPL ratio at less than 1% as at YE18. For three of these banks, our vendor does not...
477 Views
Bank of China: Cheap Globally by Any Valuation Metric
Buying shares in a high-yielding Chinese bank is of course predicated by a macro or socio-economic or political assessment of the country's...
600 Views
Global Banking Trends: Trusting the Signals
The PH Score™ identifies fundamental momentum opportunity from more than 2000 shares globally on a quarterly basis, always focusing on the top and...
596 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
455 Views