ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
309 Views
DMER - LPG Shipping - Headwinds to Persist in FY17
Strong supply growth on account of high vessel deliveriesscheduled in FY16/FY17 will continue to keep the LPG shipping market in imbalance. On the...
185 Views
DMER - Chinese Port Operators 2.0 - Pearl River Delta, Yangtze River Delta and Bohai Rim, HK Update.
In our update yesterday, https://www.smartkarma.com/insights/dmer-chinese-port-operators-avoid-bottom-fishing-in-troubled-waters, we looked at the...
202 Views
DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
150 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
327 Views