CNOOC - The Darling of the Energy Resurgence
Energy allocations among GEM funds are close to a 4-year high. Though Lukoil PJSC (LKOD LI) is comfortably the most widely held energy company,...
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Popular Stocks, Attractive and Unattractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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Industrial Capsule: Extraction of Crude Petroleum and Natural Gas in China
Gas production to drive growth as oil production continues to fall. Natural gas output grows, supported by increasing domestic demand. China...
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Sinopec's 3Q Displays Downstream Resilience; Capital Expenditure Cut Leads to Increased FVE
Following a lowering in our capital expenditure assumptions, we raise our fair value estimate on Sinopec to HKD 6.80 (USD 87 per ADR) from HKD 6.20...
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