Taiwan - Stay Underweight
We maintain our underweight call on Taiwanese equities, even though US-China trade tensions are likely to de-escalate with the Democrats now in...
377 Views
China RRR Cut - Time To Get Worried?
The Chinese stock market continues to sell off, and is along with the Philippine bourse the worst performing in Asia this year. Investors are...
503 Views
China Economics: RRR Cuts Proven Ineffective
On 7 October 2018, the People’s Bank of China (PBOC) announced a Renminbi Reserve Requirement Ratio (RRR) cut of 100 bps, starting on 15-October....
321 Views
China Economics: The China-US Trade War Escalation
The China-US trade war has clearly escalated. We believe the trade war is on for a long haul and we are not alone. China is the one bearing the...
418 Views
Japan Equities - Time To Shine
We are overweight Japanese equities and expect the stock market to outperform from here as investors hedge against regional peers more dependent on...
422 Views