Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
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Asia - Interest Coverage Data Is Dire for India, and China
We examine interest coverage in the corporate sector for several countries in Asia; given the broad range of interest coverage across Asia by...
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Dah Sing - Ring-A-Ling-Ka-Ching
In January, Dah Sing Financial Holdings (DSFH, 440 HK) announced it was entertaining offers for its insurance unit after an article suggested as...
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Asia - Radical Impairments Are Normal
Sometimes we can forget, that impairment costs usually don’t rise gradually.We also sometimes forget that impairments can affect banks that are...
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Dah Sing - Keep On Ka Ching-Ing
An Update to the Dah Sing - Ka Ching series shown at right launched January 12th this year, looking at the trading opportunities presented...
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