The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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Top 5 Risks for Business in Asia Pacific
Control Risks, the pre-eminent global risk consultancy, has identified the following key business risks in Asia Pacific for 2017.Written by Steve...
526 Views
Last Week In Event SPACE: Sun Corp/Cellebrite, Kioxia, CK Hutchison, Toshiba/ROHM
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
322 Views
New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
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Hang Lung (10 HK) Is Inexpensive As Dodge & Cox Sells (A Little)
HLG remains dirt cheap at 0.23x P/B, albeit illiquid. Expect HLG to continue to chip away at HLP minorities. I'd be getting some exposure in HLG.
252 Views