ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
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US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
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ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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The TRUE Threat to Thai Telecom Returns
The competitive dynamic in Thailand remains fierce and continues to work in True's (TRUE TB) favour. TRUE’s accelerating underlying service revenue...
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China Mobile Recovery Continues as Data Demand Grows Rapidly
We remain positive on China Mobile (CM) (941 HK) which recently released solid 2Q16 results and open the door for upside to earnings estimates....
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