Global Equity Strategy: Global Outlook Improving
Broad global indexes (MSCI ACWI, ACWI ex-U.S., and EAFE) are showing signs of bottoming due to positive short-term price inflections topside their...
446 Views
HK Connect Discovery Weekly: China Tower, Tencent, New China Life (2019-01-11)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
557 Views
Aisin Seiki: Reorganisation, Licencing Opportunities Should Boost Margin as ATs Power Revenue Growth
Aisin Seiki (7259 JP) was down 4.5% today following downgrades by Goldman Sachs and Mizuho. This comes after a 16% rally since the middle of Aug...
465 Views
NIO (NIO US) IPO: The Electric Unicorn
Who wants to own the Chinese version of Tesla with a total production of a whopping 481 cars? Chinese companies have an uncanny ability to take...
905 Views
Toyota Dealership Visit in Beijing - Full of Suprises
Toyota is coming off a good month of shipments in May. Camry is a new model cycle. A big surprise for me in Camry sales. We go to the dealer to...
170 Views