City-Gate Price Cut Reaffirms Our Positive Outlook On Gas Distributors; Neutral On Midstream Players
We believe the recent cut of CNY 0.10 per cubic meter in the city-gate price effective Sept. 1 for non-residential users is a positive development...
142 Views
Bullish China and Laggard Stock Plays
HSCEI rally through our 11,100 projection, suggests the Shanghai composite may have the energy to clear and hold above 3,300 long standing...
164 Views
Most Popular / Unpopular Sectors and Countries in Asia - Ex Japan (Last 2 Weeks)
We continue to track the Analyst Upgrades / Downgrades over the previous 2 week to identify potential trends in popularity. Which Sectors /...
560 Views
China: Underweight, Not Under-Owned
In this report we look at China and its place within global emerging market equity funds. We find that despite a large underweight relative to the...
190 Views
Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia
Hungary: Faster earnings growth should drive GDP higher in coming months.Mexico: Expected to raise rates 50bps next Thursday in the wake of...
6.4k Views