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...
337 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...
329 Views
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...
197 Views
Levels to Buy Asian Tech Giants
After a hard SOX decline in the US, Asia tech is now back at more attractive levels on a medium term basis and we are even seeing initial positive...
165 Views
2318 HK (Ping An Insurance) Decade Long Triangle Exit - Target 123.50 (+42%)
PREFERRED CASEintermediate pullback below 87.60 to 70.00 max 62.00 before resuming the bullish move to 123.50Should you have any questions and wish...
140 Views