EM Investors Reduce China Underweight - Take Out the B.A.Ts and They Are Overweight!
EM Investors Reduce China UnderweightGlobal EM Investors are closing their underweight positions in China. Analysis of 180 Global EM Equity Funds...
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AIA - Slowdown Is Evident
* OCIHK announced that 1Q18 mew business annual premium equivalent (APE) growth increased by 3% YOY in 1Q18, as compared to negative 27% YOY in...
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China Banks - Back to the Land of Silly
* Increased NPL Recognition - Not Exactly Comforting; and * Lowered Reserve Coverage Each Invoke Capital Forebearance. Investment SummarySeemingly,...
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Ping An Bear Wedge Call for New Lows
Our most recent update on Ping An called for a buy at 74 support with a target of target of 83 and a conditional pivot level at 79 that Ping An...
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BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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