Quiddity Leaderboard HSCEI Jun26: Announcement Next Week; US$196mn One-Way
From 3rd April 2026 close to 8th May 2026 close, the pair suggested in the previous insight would have generated an average return of approximately...
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Large Banks Benefit from CBRC’s Relaxation in Provision Requirement
We believe the recent announcement by China’s banking regulator CBRC to lower loan-loss provisions for qualified banks is positive for near-term...
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China Banks – Can You Say Capital Forbearance?
* Questionable Reduction in Reserve Coverage: Just as the wheels are about to fall off the bus, the China Bank Regulatory Commission (CBRC) - in...
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A-H Premium Weekly (Apr 24th): China Longyuan Power, BYD, Hua Hong Semiconductor, YOFC
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, BYD, Hua Hong Semiconductor, YOFC.
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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