Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
409 Views
Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
383 Views
Wilmar: China IPO Looks Priced In
INVESTMENT VIEW: Wilmar International (WIL SP) shares have rallied over 20% YTD on optimism that its upcoming A-share listing will unlock value....
539 Views
Shanghai/Shenzhen Connect Ideas: USD 3.3 Bn Inflows, CMB, Tsingtao, Zhifei (2019-06-21)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
416 Views
Shanghai/Shenzhen Connect Snippet: Moutai Out, Foshan Haitian In (2019-05-31)
In our weekly Shanghai/Shenzhen Connect Snippet series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
623 Views