Global Equity Strategy: Cautious Outlook Intact; Defensive Sectors Remain Leadership
Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Our outlook for global equities...
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China Mobile Stands Out as a Defensive Holding in Turbulent Times
Following the 3Q18 results, China Telecom (H) (728 HK) outperformed both China Mobile (941 HK) and China Unicom (762 HK) by around 7%, although...
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Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
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AsiaInfo IPO Update: An Unappealing Mix of Declining Revenue Growth and Cost-Cutting
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
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StubWorld: Buy Renault; GMO Falters, But Crypto Exposure Is Immaterial
This week in StubWorld ... Because of the possibility of a near-term effort to rectify the "imbalance" in the relationship following the arrest of...
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