Quiddity Leaderboard STAR 50/100 Dec25: >US$2bn Combined One-Way Flows; Exp DELs Vs Peers Pair Ideas
There could be US$1.6bn and US$488mn one-way flows, respectively, in the STAR 50 and STAR 100 December 2025 index rebal events. The reference...
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Chinese Defense Stocks Point to Tempest in Teapot, Not "Fire and Fury"
On Tuesday (August 8), President Trump ratcheted up his anti-North Korea rhetoric to a new level, taking time out from a holiday at his Bedminster,...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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China Still Lucrative for Businesses Despite the Rising Wage Rates
China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...
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China Distressed Assets on Taobao
About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...
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