Author Archives: research

OUTLOOK: THE LOCAL MARKET IS AGAIN SHOWING SOME ENCOURAGING SIGNS. After dropping to year-to-date losses, hitting a closing low of 6791.01 in the fall-out from the yuan depreciation, stocks have rebounded x%, even as it continues to sustain losses and … Continue reading →

OUTLOOK: ARE RISKS HIGHER NOW? Or have they eased given that the main share index is now quite a distance from its April high? Didn’t the massive sell-off last month open bargain opportunities that would’ve, should’ve attracted bargainhunters with a … Continue reading →

OUTLOOK: OUR TONE IN THE RECENT DAYS may easily be mistaken as “bearish.” To a certain extent, it may well be. Alternatively, it can be seen as a “weaker bull.” Regardless of how one views our view, it is the … Continue reading →

OUTLOOK: It is difficult to second-guess what the Chinese authorities are to do next, given the highly centralized nature of the political and economic structure – even as it is steering towards a more “open-market” economy, as it publicly states … Continue reading →

OUTLOOK: PATIENCE. This holds the key to navigating one’s boat through the current murky and intense waves in the equity markets today. It is of course tempting to jump into the waters and grab on to what looks like bargain … Continue reading →

OUTLOOK: THE CURRENT SITUATION sounds the bullhorn for objectivity. The most difficult thing to do right now is to stay un-emotional – particularly as gains gradually built in months were being wiped out in a matter of minutes. Emerging signals … Continue reading →