U.S. Equities: Downgrading Manufacturing and Materials; Large-Cap Financials at Critical Support
So far the S&P 500 has failed to overcome the 2,790-2,800 resistance level we first highlighted in our 6/5/18 Compass. However, while a...
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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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StubWorld: PICC's A-Share Offering, Jardines, Swire
This week in StubWorld ... People's Insurance Co (Group) Of China (1339 HK) announced its A-share listing was approved by CSRC's Main Board...
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AIA – Change in FYE Leads to Additional Growth Questions
* Unresolved Accounting Questions: A recently changed FYE to December coupled with a failure to disclose several months of data disallow reasonable...
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AIA Group Ltd. – Risk & Reward of Chinese Insurance Reforms
* Pension Reform/Foreign Ownership Reforms: Whilst reform has been anticipated for well over a decade, the initial market reaction suggests this...
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