HK Connect Flows: Chinese Were Buying Banks
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year;  * Restarting the capex cycle is a key gov’t focus to revive...
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Agricultural Bank of China: A Strategic Stall
Agricultural Bank Of China (601288 CH)carries a great deal of weight within China as a SOE and as a G-SIB. The bank is becoming more systemically...
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HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
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China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
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