Refine by sector
Latest articles in Taiwan

Vermilion Compass: Weekly Equity Strategy

Vermilion Research David
David Nicoski @ Vermilion Research 22 December 2021

Vermilion Int'l Compass: Global Equity Strategy

Weekly summary of Vermilion's global technical equity strategy calls, including sector weightings, from both a top down and bottoms up perspective.  
Vermilion Research David
David Nicoski @ Vermilion Research 9 December 2021

The emerging market banks that can best hedge equity investors' currency risk

The USD index has risen by 5% so far this year. Comparing banks' net foreign currency position with the over/(under) valuation of currencies against their REER fair values allows us to identify banks offering the best hedging potential. Looking at th...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 25 November 2021
The emerging market banks that can best hedge equity investors' currency risk
The emerging market banks that can best hedge equity investors' currency risk

ASEAN abandoned in the foreign rush to China and India; revisit in 10 charts

It may be time for Asia emerging market veterans to revisit some of their old haunts. A cohort of investment professionals who built their careers in ASEAN equities have been pulled to China and India. This has been exacerbated by the tides of EM ben...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 7 November 2021
ASEAN abandoned in the foreign rush to China and India; revisit in 10 charts
ASEAN abandoned in the foreign rush to China and India; revisit in 10 charts

Emerging market banks: The winners and losers from tighter monetary policy

For ease of reference, we present the results of our analysis at the country level in this report. Greek banks' bottom-line is most sensitive to higher margins; their current margins and profitability remain depressed. But since profit is smaller tha...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 22 October 2021
Emerging market banks: The winners and losers from tighter monetary policy
Emerging market banks: The winners and losers from tighter monetary policy

China rattles its sabre in Taiwan

Chinese military aircraft sorties in Taiwan's air defence identification zone ("airspace" in the Taiwan Straits) are common, but not on the scale seen recently. The timing coincides with Australia's nuclear submarine deal with the US and UK ("AUSUK")...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 3 October 2021
China rattles its sabre in Taiwan
China rattles its sabre in Taiwan