Vinda (3331 HK): Tanoto Sees The Wood
I would still tilt outright long in Hengan; or hedge with Vinda; although that has been a shocking trade in recent years.
714 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Global Emerging Markets: Reporting Season Summary, 1Q2024
In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...
432 Views
Hengan/Vinda: Pulp Friction
Of the two, Hengan looks unduly beaten up here. I'd tilt outright long in Hengan; or hedge with Vinda (although that's been an awful trade in...
693 Views
Weekly Wrap - 21 Jul 2023
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
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