Increasing Shorts on Strength
Our sell out of Asian longs yesterday was timely. S&P top is in place at 1,940 (futures) after hitting our base case level of 1,938 with risk...
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NAB Finally Free of the UK With Successful Demerger And Sale of Clydesdale
National Australia Bank is one of the four major banks and is Australia's biggest business bank.Following the Clydesdale demerger in February 2016,...
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Equity Best Ideas
The most compelling equity ideas globally from Morningstar's coverage universe. Updated for February 2016. Recent Asian additions: ANz...
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A Unique, Unknown Bank in Asia-Pacific with Accelerating Returns
The only listed bank in New Zealand is Heartland Bank (HBL). And it’s not something to shy away from, simply because it’s completely off the...
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A Gradual NPL Cycle in Asia
Only three countries in Asia Pacific are seeing NPLs in decline during over the past three to four quarters. The average rate of growth is 20%,...
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