Phone: +852 3700 8626
LinkedIn
Direct Deals
Investment Outlook
Macro Pieces
Portfolio Related
Feb 7, 2017
Apple

Apple Inc. designs, manufactures and markets mobile communication and media devices, personal computers and portable digital music players. The Company […]

Download
Feb 2, 2017
FB

Facebook, Inc. builds products that enable people to connect and share through mobile devices and personal computers. Facebook is part of […]

Download
Feb 1, 2017
USD JPY

The USD has broadly weakened (DXY Trade Weighted index as proxy) due to doubts about FED/Yellen resolve to raise rates. JPY […]

Download
Jan 24, 2017
Screening for the Trump impact

No surprises that President Trump has been in the headlines – one certainty is that the established world order is […]

Download
1234
REPORTS

Many of the big financial institutions invest considerable effort to compile a forecast for the year ahead. It is maybe…

Owl Rock Capital is our preferred exposure to US Direct Lending and provides a superior dividend yield with strong risk…

High quality and systemically important French Banking giant. BNP’s superior fundamentals and management has allowed it to handle Eurozone…

Softbank is a strategic and deep thinking technology player…