Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
415 Views
Bluefocus Communication - New Issue Assessment - Lucror Analytics
BlueFocus is conducting roadshows for a Reg S-only USD bond issuance. The company stated during the investor call that it aims to raise USD 300 mn....
57 Views
Hated Names in China and It Is Difficult to Be Hated in China....
We do understand the cultural need for upward bias in Analyst Recommendations, but 191 out of 395 companies in China only have BUY recommendations....
679 Views
The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
5.8k Views
China Distressed Assets on Taobao
About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...
582 Views