BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
128 Views
Tencent and Ping An Tactical Long, Pivots and H Bank Supports
Our most recent insight Tencent and Ping An Sliding Toward Our Bear Objectives outlined macro downside targets and that we were edging toward...
133 Views
China Banks – Radical Divergence in Funding Cost Growth
The largest four banks in China have an implicit guarantee from the government; are ubiquitous across the country; have a huge and sticky low-cost...
148 Views
CCB and ICBC Triangle Break Points
We are placing a greater emphasis on triangle patterns maturing in Hong Kong that have a high correlation to the current S&P triangle formation...
178 Views