China: Liquidity Concerns to the Fore
President Xi Jinping’s policy priorities for 2017: At the Central Economic Work Conference, Xi emphasised the control and prevention of financial...
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Asian Central Banks: Rising Regulatory Risks for Investors
Destabilising capital flows push central banks into defensive mode: Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards...
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Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal of the Hated by the Street screen is to identify names where the stock price has...
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Asia in 2017: Scenarios and Forecasts (Part II)
In light of the global scenarios sketched out in the forked insight, we analyse the implications of these global drivers and domestic forces on...
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CHINA - A Look into 2017 - A Year for Volatility – Part I
Many unknown factors by governments will be the key drivers. Capital outflows to slow in 2017. Real estate slows too much, but still pent up...
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