Cyclical Assets To Underperform From Here
The surge in volatility should be welcome to longer-term investors by removing some of the technical distortions that had arisen during the long...
113 Views
StubWorld - Set-Up & Unwind Extremes: Hang Lung, Tsugami
This week: Hang Lung Group Ltd (10 HK)’s discount remains stretched after bouncing off a 12-month low earlier in the week; and Tsugami Corp (6101...
278 Views
EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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Global Equities: China, Technology and Politics to Dominate 2018
Bull markets are born when the prevailing sentiment is one of disgust and die amidst hubris. The post-GFC run-up in equity prices has been rightly...
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Naspers Continues to Execute Well on Its Non-Tencent Investments.
Naspers (NPN SJ) recent 1H18 results show continued traction on the top-line with revenues (adjusted for M&A and FX) continuing to accelerate....
620 Views