HSCEI Dividend Futures: 2022 Close to Fair; Sell 22/23 Steepener
The HSCEI 2022 dividend futures are trading close to fair but there are a lot more negative catalysts that will have a bigger impact than positive...
347 Views
JL Mag Rare-Earth A/H Listing - Ticks the Right EV and Clean Energy Boxes, Thoughts on Valuation
JL Mag Rare-earth Co. Ltd (JLM) aims to raise around US$300m via its H-shares listing. In this note, we look at the deal dynamics and provide our...
270 Views
Add To Growth On This Pullback; Actionable Themes: Services, Technology, and Consumer Discretionary
Growth continues to outperform relative to value, shown by the intact uptrend on the MSCI ACWI ex-US Growth vs. Value ratio. We highlight...
340 Views
EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
274 Views
Li Ning (2331): Marching On
Li Ning's valuation and share price may sound expensive but the appeal of an online focus business with higher profitability and leaner capital...
221 Views