Asia External Fundamentals Improve
In the midst what can be described as a trying year, one unexpected outcome is the improvement in Asian external fundamentals.
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China A-Share Strategy: Strong Fundamental Recovery and Decelerated Liquidity Growth
We expect China A-share companies' fundamental will be improved sequentially in 4Q20 and 1Q21, but the growth of liquidity will gradually decelerate.
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Another Day, Another Default
MAINLAND CHINA DEFAULT: Yongcheng Coal Defaulted On Its Debt, Leading To Concerns About The Credibility Of AAA Rated Corporates In Mainland China...
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Breakout Equity Patterns in Asia and US
Compelling bullish patterns are itching for a bull breakout in Taiwan, Korea and Australia. CSI 300 flat breakout would make H shares a compelling...
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Turkey – Off With His Head…Again
TURKEY: Central Bank of Turkey Has A New Governor As President Erdogan Removes His Previous Hand-picked Successor. Erdogsnomics Are Not Working.
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