AsiaInfo IPO Valuation: Not Enough of a Discount
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
598 Views
Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
359 Views
China’s Financial Risks/Deleveraging/Technology Race/Housing Crackdown/Trade War/EU Talks/RRR Cut
China News That Matters Stock market sell-off intensifies Foreign investment encouraged in market shake-up China to lead in 5G development New...
203 Views
MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
161 Views
Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
403 Views