Buys Within Global Energy, Health Care, and Utilities; Bullish Outlook Intact on Global Equities
Seeing a clear shift into value and defensives, and we recommend adding exposure to these areas globally. Constructive if supports hold: $98-99 on...
455 Views
Northbound Flows Monthly: $21bn Inflows in January
We analyzed the Shanghai/Shenzhen Connect Scheme for January and highlight flows for CATL, Moutai, Ping An Insurance, Longi Green, Wuliangye.
440 Views
Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia
Hungary: Faster earnings growth should drive GDP higher in coming months.Mexico: Expected to raise rates 50bps next Thursday in the wake of...
6.5k Views
Surging Coal Prices Drove Positive 2016 Profit Alerts for Coal Companies
The positive 2016 profit alerts from China’s coal companies are within expectations, with profit rebounds driven by higher coal prices. The...
735 Views
Playing the OPEC Deal
Oil prices have had a jittery week after the shock of the US elections leading to a dollar resurgence and abject confusion over the impact on the...
703 Views