Geely Attacking the Incumbent - Another SUV Launch !!!
For Geely its 2 SUV launches in 3 months.I have forked my previous piece Geely - 25% of the Mkt Cap in Cash + 18% Vol Growth + Exciting New...
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Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
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Geely - 25% of the Mkt Cap in Cash + 18% Vol Growth + Exciting New Launch
Geely now presents a very attractive trading opportunity. A few key takeaways from the results Exciting new launch of SUV Boyue NL3 . In the...
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Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
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"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
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