How Oil Can Head over $100 by 2017
Oil markets continue to be turgid as producers look to make up lower prices by increased volume. This has led to markets that are severely...
371 Views
Hong Kong Buybacks Weekly (Sep 8th): Tencent, Aia, Country Garden Services
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
489 Views
China: Short-term stabilization possible but underlying fault lines remain
Mark and JP once again highlight the fault lines that run through what they consider to be the most vulnerable part of the listed Chinese corporate...
264 Views
Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
245 Views
CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
299 Views