Back to the main directory
EquityStrategy / Equity
- BGC PARTNERS - TURKEY EQUITY STRATEGY UPDATE by BGC Partners
- FM and small EM in Q1: Egypt, Kenya, Pak, Saudi, Viet shine by Tellimer
- Argentina & Frontier: Cannonball, not silver bullet for Argentina. We screen other Frontiers for external risk by Tellimer
- FM & small EM strategy rejig as we review May by Tellimer
- MSCI: Saudi and Argentina in EM as expected, Kuwait may be next, Vietnam will dominate FM by Tellimer
- Frontier: OIL – the beneficiaries, victims and underperformers by Tellimer
- FM and small EM October review by Tellimer
- Bangladesh: Low risk of disruption in December election by Tellimer
- Exotix Strategy: FM and small EM November review by Tellimer
- Sri Lanka (Asia Securities): Equity strategy 2019 – Value thesis more pronounced; Seven key stock picks by Tellimer
- Egypt (Pharos): Rebalancing expectations for the EGX30 by Tellimer
- Indonesia: Ongoing steady growth, no more, post-election by Tellimer
- Saudi Arabia (NCB Capital): 2019 equity strategy – Mega projects complement the EM inclusion story by Tellimer
- Small/mid cap highlights - Takeover could drive re-rating of deep-value small-cap manufacturing stocks by UOB
- Strategy - 2019 Budget – Welfare positive but not so much for businesses by UOB
- Strategy - Alpha Picks: positive start to the year by UOB
- Strategy - Jokowi’s Lead Narrows But He Has A Better Track Record by UOB
- Strategy - Jokowi’s Presentation Of Facts Wins 2nd Round Of Debates by UOB
- Strategy- Thailand - Alpha Picks: March Portfolio by UOB
- Strategy - Thailand - 2018 Results Review: Results Broadly Miss Forecasts by UOB
- Strategy - Investors Positive on Indonesia by UOB
- Indonesia Daily - Monday, March 18, 2019 by UOB
- Equity Strategy: FM and small EM – March review by Tellimer
- Strategy - Thailand - Alpha Picks - April Portfolio by UOB
- Strategy - Second Term: Construction, Telco And Manufacturing by UOB