Ping An Insurance - Not a Good Company, But You Can't Argue With the Power of Fin-Tech
* After running 110% in 2017, Ping An Insurance (2318.HK) [Ping An] shares are off to the races yet again as the fintech story continues to have...
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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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Quiddity Weekly H/A: Shares Discounts & Southbound Flows 20180112
This is a new H/A Spread monitor project which attempts to give a brief look at recent changes in H-Share and A-Share spreads based on various...
323 Views
BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
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