Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
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JD.com: Strong Revenue Growth, Rising Margins and More to Come.
Jd.Com Inc Adr (JD) reported pretty strong 4Q15 numbers overnight. Revenues and GMV (gross merchandise value) were above expectations but the...
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"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
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Jumei - Joining the Rest of the Horses
Jumei International Holding Limited (NYSE: JMEI) has announced that its board of directors (the "Board") has received a non-binding proposal...
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CNY Band Widening Likely by Q3
* The CNY is becoming a basket currency and greater basket currency flexibility is likely this year* The PBoC monetary policy report stated that...
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