CHINA ECONOMY: Thoughts and implications post the rate cut
The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...
457 Views
Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
493 Views
CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
469 Views
CSI 100 Index Earning Revision (Aug): CAMBRICON, CHINA VANKE, ZIJIN MINING, TONGWEI
We analyzed CSI 100's consensus for Aug 2025 and highlighted changes of EPS in CAMBRICON TECHNOLOGIES (688256 CH), CHINA VANKE (000002 CH), ZIJIN...
554 Views
Asian Equities: Overvalued, Over-Leveraged, Low Growth – a Different Look
We modify our "stocks to avoid" list using EBITDA as the earnings parameter & EV as the valuation parameter. We screen 30 stocks, mostly from...
537 Views