EVENTS:   Mining the Data - What the Iran Conflict Really Means for Oil - 3-month vs. 12-month Outlook - Kathleen Kelley/Queen Anne's Gate Capital - 19 Mar 26   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Company Research

CSD’s Top 10 Asia Stocks have outperformed MSCI Emerging Asia by an astonishing +55% over the past 2 years

Crystal Shore Alpha

The flagship strategy combines 1) CSD’s weekly ranking of 900 Asian stocks and 2) CSD’s country risk scores covering China, India, Taiwan, South Korea, Indonesia, Thailand, Malaysia, Philippines and Pakistan. Top 10 Asia stocks is delivered to subscribers every weekend before the Monday morning market open in Asia. The top 3 performing positions are Hindustan Petroleum (+74.2% since BUY on 15th May 2023); Tata Consumer Products (+31.6% since 2nd Oct 2023 BUY); and Yes Bank (+30.6% since 4th Dec 2023 BUY).

Edition: 178

- 26 January, 2024