GEM Weekly (12 Aug 2022): China Inflation, Malaysia GDP; Baidu, Samsung Electronics, Alibaba, Naver
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Samsung's Lee Jae-Yong Receives Pardon & Get Out of Jail Card: A Signal of Major M&As by Samsung?
With Lee Jae-Yong given the presidential pardon, there is an increasing likelihood that the Samsung Group could become more aggressive in making...
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Vietnam Consumer Discretionary - Phu Nhuan Jewelry: Hedge Against Rising Inflation Rates
Phu Nhuan Jewelry is the number one jewelry company in Vietnam. The company is benefiting from several key catalysts including pent-up demand for...
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Foosung: Excessive Decline in Share Price Due to Spin-Off & IPO of Its Foosung Global Subsidiary
On 4 August (after market close), it was reported that Foosung Co plans to IPO its subsidiary Foosung Global. Recent share price decline has...
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Asia Ex-Japan: Tech to Financials Rotation
Asia Ex-Japan funds are in the midst of a major rotation out of Technology and Communication Services stocks and in to Financials and Consumer...
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