AIA - Resilient, But Not for Long
VONB Solid Despite Hong Kong, But AIA Needs to Come Clean on VONB Assumptions: Value of New Business (VONB) improved 5% YOY to USD $4.15bn, due in...
390 Views
Trip.com - Sino-Phobia
Trip.com Should Get Significantly Re-Rated: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread...
300 Views
Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
469 Views
Developed Markets Chart Book: Europe in Focus
This report highlights actionable set ups from predominately European, developed markets, and is supportive of our view that Europe is bottoming, a...
593 Views
Global Equity Strategy: Major Indexes at Logical Support
We believe the S&P 500, STOXX Europe 600, MSCI ACWI ex-U.S., EAFE, and MSCI China are pulling back to support at their prior breakout levels --...
536 Views