2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
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The Trump Presidency: A Look from the Inside Out on Possible Impacts in Asian Economies
The author was a senior executive in Trump’s casino organization for 3 years: a view from the inside Trump’s public statements and private...
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US Said No on Aixtron After Taiwan Delayed on PT/Chipmos Acquisition; Any Way Out for China?
Summary US said no on Aixtron US acquisition: U.S. President issued an order prohibiting Grand Chip buying Germany’s LED equipment vendor...
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Likely Overreaction to Mixed Ownership's Impact on China Unicom
China Unicom’s stock price rose around 10% following reports on Bloomberg and other news outlets that Baidu Inc (ADR) (BIDU US) , Alibaba Group...
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Naspers 1H17 Result Shows Encouraging Underlying Trends
Naspers' (NPN SJ) 1H17 results show continued traction on the top-line with revenues (adjusted for M&A and FX changes) continuing to...
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