Taiwan - Bank Stocks See Short Covering
Total short notional in Taiwan stocks is TWD 250,396 mm (~US$8.36 bn) as of 10 January 2020. Over the week, the largest short positions were put on...
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Hitachi Tender for Yungtay Engineering Launches
Hitachi Ltd (6501 JP)announced today after the close that it had received approvals from the relevant government organs for its proposed Tender...
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BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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