C.P. Pokphand’s Privatisation Bid from CPF
CPP announced a privatisation offer from CPF at HK$1.15 cash for each scheme share. Overall, we think the offer price is attractive and that the...
593 Views
Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
453 Views
YUM China (YUMC): Growling Chicken
The Asian Swine Flu has caused pork prices to increase and shift of protein consumption from pork to others such as chicken. The company does not...
557 Views
Major Indexes Testing Support & Vulnerable to Further Weakness
Most major indexes are currently trading at the lower end of their May trading ranges. Barring improving headlines regarding tariffs & trade or...
640 Views
Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
544 Views