India Consumer Discretionary: On the Ground Signals of a Growth Slowdown
Consumer finance and durable makers allude to weak demand in 4QFY18In its recent meeting with analysts, Bajaj Finance Ltd (BAF IN) (BAF)- India’s...
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Global Equity Strategy
Overwhelmingly, and to take a line from our U.S. Compass report, recent declines have corrected the excess. Where many charts appeared stretched...
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Most Popular / Unpopular Japanese Names in November...
15 Japanese names had 2 or more upgrades in November. Fast Retailing Co Ltd (9983 JP) is the largest name by mkt-cap to make the list and it had 3...
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Daikin's Strong 1Q Fiscal 2017 Results Within Expectations; Shares Overvalued
No-moat Daikin’s record high net profit of JPY 51 billion for first-quarter fiscal 2018 (year ending March 2018) was up 4% year over year and...
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BBSP Equity Asia Weekly Research 14 June 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• No change in tactical allocation• The ASX drifted last week, testing...
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