Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal of the Hated by the Street screen is to identify names where the stock price has...
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Asia in 2017: Scenarios and Forecasts (Part II)
In light of the global scenarios sketched out in the forked insight, we analyse the implications of these global drivers and domestic forces on...
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Globalizing China's Imbalances, Part III: Trade Recession and Its Sufferers
During China's trade recession, its trade surplus widened between May 2014 and August 2016 -- hurting trading partners, as China's imports...
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Vietnam: Export Champion Is Allowing Its Banking Problems to Fester
Vietnam's export performance remains stellar, with Vietnam retaining its status as the only East Asian economy that has had consistent monthly YoY...
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US-China Relations Enter a More Dangerous Phase
China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong...
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