Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Show Me The (Dividend) Money - Play on Japanese High Dividend Yielding Stocks

Show Me The (Dividend) Money - Play on the U.S. High Dividend Yielding Stocks

Show Me The (Dividend) Money (Part II) - Play on Japanese High Dividend Yielding Stocks

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>The CSI 300 Index and MSCI China Index are down 14% YTD, the third consecutive year of decline, and is the world’s worst-performing major market</li>
<li>Many high-quality stocks trade at bargain valuations, but investors ignore earnings and focus on news flow and policy clarity </li>
<li>High yielding stocks could be the best defensive shelter while waiting for sentiments to improve and for fundamentals to take center stage in investment decisions again  </li>
</ul>


The CSI 300 Index and MSCI China Index are down 14% YTD, the third consecutive year of decline, and is the world’s worst-performing major market
Many high-quality stocks trade at bargain valuations, but investors ignore earnings and focus on news flow and policy clarity 
High yielding stocks could be the best defensive shelter while waiting for sentiments to improve and for fundamentals to take center stage in investment decisions again  


When All Else Fails, Show Me The (Dividend) Money - Play on Chinese High Dividend Yielding Stocks