Alibaba (BABA US): Early Thoughts on the Hong Kong Listing
Alibaba Group Holding (BABA US) seems to be going ahead with its rumoured secondary listing in Hong Kong. According to some media reports, Alibaba...
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GEM Active Funds:Â Big Q1 Outperformance
Global Emerging Market funds made a strong start to 2019, with just over two-thirds of funds outperforming the benchmark, generating an average...
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Share Classifications: Jan 2019 Month-End Snapshot
This month-end share class summary is a companion insight to Travis Lundy's H/A Spread & Southbound Monitors and Ke Yan's HK Connect Discovery...
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China Demographics: One Party, One Child, One Huge Unfunded Pension Liability…
Ultimately, investing in China requires you to take a view on whether consumption of durables which are truly discretionary will be displaced by...
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McKinsey on Asian Insurance
The book Life Insurance in Asia was written by two McKinsey veterans, and it's really good. It's also really expensive (over Bt2,000 for just 200...
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