2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
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21 Things Worth Knowing (#16)
In this issue:Flying cars, Zimbabwe coup de Grace, impairments, Brazil making oil investment more attractive, tightening monitoring of Chinese...
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Geely (175 HK): China Seems to Love SUVs
Solid long-term earnings growth, and strong cash levels relative to its sector Geely should launch a new SUV in 2H17 and eight new models in 2018...
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