Asia HY Monthly - 2018 Results Overview (Ex-India) - Lucror Analytics
In this month’s “In-Focus” section, we discuss the 2018 results for Asian (ex-India) companies under our coverage, including whether or not they...
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Asia HY Monthly – Asia Ex-India 2018 Results Overview (April 2019)
We noted in February that the proverbial can was being kicked down the road on a number of major issues. Unfortunately, this trend continued in...
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Macau’s Transforming from VIP Centric to Mass Gaming Driven by Rising Mass Bet Budget
We are turning positive on Macau gaming from previously neutral due to 1) the completion of a shift to a mass-led growth, thanks to rising average...
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Asia HY Trade Recommendations - April 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for April includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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Global Ex-U.S. Equity Strategy: Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
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