The Philippines: Asia Ex-Japan Fund Allocations Hit All-Time Low
Shrinking benchmark weights and a dwindling active investor base means it is becoming ever easier for Asia Ex-Japan managers to avoid Philippines...
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PCOMP Index Rebalance Preview: Two Changes Likely in February
There could be two sets of changes for the PCOMP in February. Passives will need to trade between 23-64x ADV in the stocks. The adds have moved...
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Japan Among the Latest to Break Out; Buy Ideas in Growth/Cyclicals and Consumer Staples
Japan is the latest major country to break out, and we are buyers. Japan continues to be considerably further along in the bottoming process...
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MR DIY Placement - Has Done Exceptionally Well Since Listing
Creador plans to raise around US$140m via selling 2.4% of MR DIY. The stock has done exceptionally well since its listing.
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Wickhams Hill Research | Under-The-Radar Issue 2
mm2 Asia Ltd (MM2 SP), which we flagged in our inaugural issue last week, receivedan unsolicited bid for their Singapore and Malaysian cinema business
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