Asia - Economic Data & News 01 (Jun 08 - Jun 16)

Re: Asia - Economic Data & News

Postby behappyalways » Sat Jun 04, 2016 4:30 pm

南海問題成焦點 
亞洲安全論壇 中方勢成箭靶
http://hk.apple.nextmedia.com/internati ... 4/19640883
血要热 头脑要冷 骨头要硬
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Re: Asia - Economic Data & News

Postby winston » Mon Jun 06, 2016 8:17 am

Investors Return To Buy Stocks In China, Taiwan; Sell Japan

By Shuli Ren

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Asia - Economic Data & News

Postby winston » Mon Jun 13, 2016 10:22 am

Asia Equity Strategy

Global growth continues at a slow pace, and expected to slow further
Investors are likely to value growth and visibility dearly
Dividends a better indicator of value
Invest in ASEAN infrastructure, high dividend yields, strong earnings growth and high earnings visibility sectors for a smoother ride
Raised China/Hong Kong to Overweight, India to Neutral; Malaysia cut to Neutral, Korea to Underweight

Source: DBS
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Asia - Economic Data & News

Postby behappyalways » Thu Jun 16, 2016 3:37 pm

South China Sea Talks End in Disarray as China Lobbies Laos
http://www.bloomberg.com/news/articles/ ... -confusion
血要热 头脑要冷 骨头要硬
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Re: Asia - Economic Data & News

Postby winston » Fri Jun 17, 2016 2:10 pm

How Societe Generale Positions In Asia

By Shuli Ren

First, while China is too big to ignore, its massive non-performing loans weigh on the banks. SocGen is therefore avoiding Chinese banks


Second, buy reforms and sell debt.


Third, oil recovery has further to go.


Fourth, value stocks are coming back. SocGen finds deep value in Japan.


Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... s-in-asia/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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