Global Equities: China, Technology and Politics to Dominate 2018
Bull markets are born when the prevailing sentiment is one of disgust and die amidst hubris. The post-GFC run-up in equity prices has been rightly...
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Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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The Week That Was in Greater China @Smartkarma: ASE+SPIL, New FinTech Regulation, RYB Abuse Scandal
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of November 20th through November 26th and features a selection...
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