VNDIRECT Research Blurb: Fake Trade News + Chinese stimulus the white night for HPG?
December 01, 2018
A tale of two doves: one out of the cage, one more to go; expect some “fake news” on trade rapprochement The suspense is palpable. While the dove in Jerome Powell seems to be peeping through and has brought a little of that much-needed oomph back to sagging equity markets, the market is now waiting
ACV remains a solid medium-term story and a quasi-defensive play
November 21, 2018
You can run but you can’t hide” – George W. Bush to Osama Bin Laden With the rout in equities and a fresh barrage (should I say Farage?) of bad news, investors are stuck between a rock and a hard place. Celebrity CEO Carlos Ghosh’s recent arrest on grounds of under-stated compensation in company filings is