China Renaissance IPO Preview: Sorry to Burst Your New Economy Bubble
China Renaissance Holdings L (1290022D CH) is a boutique investment bank and investment management firm focused on new economy companies. According...
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Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
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EM Is Cementing Its Leadership Status; Buy Miners
⢠Pullback opportunities are prevalent in Europe and Japan. Both markets are testing key support levels,presenting attractive entry points. We see...
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Guotai Junan Securities IPO: Second, if Not the Largest, China Security Broker, A-H Premium Examined
Guotai Junan Securities is about to raise US$2bn from its Hong Kong listing. We have covered China brokers listing extensively last years, from...
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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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