DRB Hicom: The Knife Is Out
When Geely Automobile Holdings Ltd (175 HK) bid for Proton, it was not just because they want new markets with growing population as well as the...
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2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
297 Views
21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
361 Views
CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
739 Views
21 Things Worth Knowing (#16)
In this issue:Flying cars, Zimbabwe coup de Grace, impairments, Brazil making oil investment more attractive, tightening monitoring of Chinese...
299 Views