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China Oilfield Services H (2883 HK)
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China
China Oilfield Services Limited provides oilfield services. The Company provides geophysical prospecting, drilling, oilfield technology development, and other services. China Oilfield Services also operates transportation businesses.
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bullish
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Fosun International
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13 Mar 2016 11:42
Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
Thomas Schroeder
212 Views
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bullish
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Macroeconomics
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08 Mar 2016 21:25
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
Callum Henderson
268 Views
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bullish
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Macroeconomics
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07 Mar 2016 14:07
AmpGFX - Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
Greg Gibbs
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178 Views
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bullish
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BBMG Corp H
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06 Mar 2016 09:23
March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
Thomas Schroeder
216 Views
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bearish
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Nitto Denko
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27 Feb 2016 20:59
Risk on Caps
Chartonics weekly condensed Saturday 27 February 2016*Condensed repport due to travel this weekendRisk on capsOil, US and Europe equity webcast- To...
Thomas Schroeder
280 Views
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