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Re: Asia - Economic Data & News

PostPosted: Sat Jun 04, 2016 4:30 pm
by behappyalways
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

Re: Asia - Economic Data & News

PostPosted: Mon Jun 06, 2016 8:17 am
by winston
Investors Return To Buy Stocks In China, Taiwan; Sell Japan

By Shuli Ren

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/

Re: Asia - Economic Data & News

PostPosted: Mon Jun 13, 2016 10:22 am
by winston
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

Re: Asia - Economic Data & News

PostPosted: Thu Jun 16, 2016 3:37 pm
by behappyalways
South China Sea Talks End in Disarray as China Lobbies Laos
http://www.bloomberg.com/news/articles/ ... -confusion

Re: Asia - Economic Data & News

PostPosted: Fri Jun 17, 2016 2:10 pm
by winston
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/