EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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China Steel Industry: Are Overcapacity Issues Resolved?
We remain selective in the Asian steel space, as overcapacity issues are here to stay.China's steel industry has long been affected by overcapacity...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
421 Views
EM Managers: Most Avoided Stocks - 2018 Update
In this report, we screen for stocks that are largely avoided by global emerging market active funds. We identify companies within the MSCI...
221 Views
BBSP ASIA Equity - 14 March 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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