Global Equity Strategy: Opportunities In Real Estate and Health Care
The weight of the evidence continues to support our mixed, but overall constructive outlook. We outline the basis for our outlook and also...
181 Views
Kirin Seems Enticing from a Holdco Perspective, but Myanmar JV Still Poses Reputational & ESG Risks
We think the market has already overreacted to Myanmar’s JV troubles, but with the Myanmar coup still in the news, there is a chance that Kirin...
192 Views
Norges Bank Puts Kirin On a Watchlist Over Ties with Myanmar Military Linked JV
We believe the market has already factored in the worst-case scenario for Kirin. That said, The Norges Bank putting Kirin on a watchlist could...
388 Views
🇯🇵 Japan • Asahi Group Holdings (2502 JP) - A Return & Valuation Perspective
Asahi Group Holdings (2502 JP)
335 Views
Asia Short Interest Weekly: Tencent, SMIC, Meituan, Galaxy, Kao, Sumitomo, Alteogen, Genius, Largan
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
354 Views