EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Man Wah Placement - Riding High on Planned Store Expansion
Man Wah Holdings (1999 HK) plans to raise around US$260m to expand manufacturing facilities in China and open new stores. The stock has nearly...
418 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
216 Views
Shanghai/Shenzhen Connect Ideas: Stalled Flows Ahead of Golden Week (2019-10-04)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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