Samsung Electronics - M&A in the Cards?
Samsung Electronics' M&A desire. To me there is a clear target that can be done in the near future even with JY Lee in the can.
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Global Emerging Markets Weekly: 29 January 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Asia Short Interest: BYD, Smoore, GCL Poly, Olympus, Nomura, Anritsu, Netmarble, UMC, Innolux, Acer
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Emerging Market Overweights Series. Part 3: Taiwan Tech
Taiwan Technology stocks have seen allocations skyrocket in active EM portfolios. We analyse the drivers behind the move, the key conviction...
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Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights Moderate CNH appreciation continues despite bout of dollar strength. Rupee remains rangebound...
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