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bullish
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Cross Asset Strategy
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03 Aug 2015 10:01
CHINA: Reform & Omnipotence Myths Dispelled
‘Pay no attention to that man behind the curtain’ - Wizard of OzThe nature and scale of Beijing’s reaction to the bursting of the China equity...
John-Paul Smith
356 Views
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bullish
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Cross Asset Strategy
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02 Aug 2015 09:02
A Roadmap of the EM Bear Market and Three Myths about the China Bull Market
Let me begin by revisiting the road map for the bear market in EM equities which I first outlined in my role as EM equity strategist for Deutsche...
John-Paul Smith
384 Views
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bearish
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Thematic (Sector/Industry)
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24 Jul 2015 15:02
PropertyGuru's outlook for Singapore condo market
Since the implementation of TDSR we have seen seven consecutive quarters of decline in price for the condo market, which has been accompanied by...
PropertyGuru
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346 Views
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bullish
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Thematic (Sector/Industry)
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20 Jul 2015 16:02
Should HDB adopt a drastic decline in BTO flat supply?
IssueThe Housing and Development Board (HDB) in Singapore announced on July 1 that it will be reducing the number of Built-To-Order (BTO) flats to...
Tay Hock Meng
456 Views
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bullish
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Thematic (Sector/Industry)
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29 Jun 2015 20:02
What Silicon Valley has, every FinTech ecosystem needs & investors should look for!
So the prime example of a successful FinTech firm, lending club (with a current total market capitalization of ca. USD 5.5 bn) has been founded in...
Daniel Liebau
228 Views
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