NPC & GDP/Hong Kong/COVID-19/US-China/Mutual Funds
China News That Matters Beijing drops economic growth target One country, one system, for Hong Kong and China China offers aid, Wuhan bans wild...
282 Views
HKEX – Not So Fast
*Possible Gift to HKEX: Lower equity market velocity - on the back of reduced market volatility, reduced investment income, and ratcheted pressures...
376 Views
China ADRs Secondary Listing - Holding Foreign Companies Accountable Act - I'm Coming Home
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...
682 Views
Baidu (BIDU): Pandemic Merely an Excuse for Poor Q1
We believe Baidu’s performance would have been weak anyway even without the pandemic. Baidu’s search revenue decreased by 13% YoY, while a smaller...
264 Views
Baidu 1Q20 Better-Than-Feared but Longterm Outlook Remains Murky Due to ByteDance; UW 18% Downside
Baidu reported 1Q results and guidance that were better-than-feared as other revenues helped mitigate the impact of COVID-19 on Baidu's core...
226 Views