Hang Seng Index Rebalance Preview: December 2020 - Do We Go Above 50?
The Hang Seng Indexes Company Limited (HSIL) should announce the results of the 2020 Q3 review of the Hang Seng Family of Indexes on 6 November....
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"Buy the Worst" - A Simple Strategy to Beat the Hang Seng Index in 2020 and the Years to Come?
Based on a "Buy the Worst" strategy, we can achieve a 39pp outperformance against the HSI over the last three years. Instead, using a "Buy the...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
344 Views
StubWorld - Set-Up & Unwind Extremes: JCNC, Citic
This week: Jardine Cycle & Carriage Ltd (JCNC SP) looks inexpensive as it indirectly embraces a green goddess; and a closer look at Citic Ltd...
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