Strategy: Looking for Inspiration in the Time of COVID-19
We are in the second month of the COVID-19 affected market volatility. Making a call in this environment is challenging, if not unnerving. In a...
419 Views
HSCEI Dividend Futures - Fear Is In The Air
The companies in the Hang Seng China Enterprises Index (HSCEI INDEX) have announced their FY2019 final results and have announced dividends that...
376 Views
Global Telcos: An Overlooked COVID Play
The spreading of COVID-19 has challenged the existence of most companies around the world. However, the share prices of communication platforms...
314 Views
Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
306 Views
HSCEI Dividend Futures - 2020 Oversold, 20/21 Spread Closer to Fair Value
As the Hang Seng China Enterprises Index (HSCEI INDEX) continues to drop, the dividend futures expiring in 2020 and 2021 get dragged down along...
402 Views