EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
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Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
528 Views
ShengSiong: The Neighbourhood Grocer for Value-Seeking Asians
The ShengSiong (SSG SP) group enjoys a unique position amongst modern food retailers in Singapore, with proximity to densely populated mass-market...
1.9k Views
Alibaba (BABA): Logistics Fails as Part of Aggressive Diversification
Operating margin plunged to 10% in 1Q19 versus 35% in 1Q18. Revenue growth accelerated merely due to the additions of new business lines. Cainiao...
723 Views
Dairy Farm International Holdings: Anticipation of a Margin Turnaround Reflects in the Stock Rally
A pioneer of modern retail in Asia. A play on consumption and consumer confidence across Asian markets. A stellar acquisition-led growth record....
862 Views