Khazanah Divestment of Controlling Stake in IHH Is the Start of a Fiscal Game-Change
The announcement (November 29th) that Khazanah was selling a 16% stake in one of its crown jewels, IHH Healthcare (IHH MK) for US$2.01 billion to...
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Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
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Gamuda: Unjustly Punished
Investors have sold off some of the Malaysian stocks posts general election yet Gamuda Bhd (GAM MK) escaped that as it deems to be not related to...
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Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
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Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
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