The Month the World Stood Still (Part III) - Not Time to Bottom Fish Yet
In my two previous insights I provided my thoughts on what policy makers need to do to get over this relatively quickly and with as little pain to...
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TRACKING TRAFFIC/Chinese Express: 'Like Candy from a Baby', SF Holding Grabs Market Share in Q120
In February, total Chinese express parcel volume was flat (+0.2% YoY), but volume in the first two months of the year fell by around 10%. Some...
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Why Are Major U.S. Companies Suspending Their Share Buyback Programs?
“Any public company that receives a bailout or significant funding should not be allowed, by law, to do stock buybacks EVER AGAIN as part of their...
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Shorts Target Hong Kong Real Estate
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 March 2020.Total short...
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Trip.com - Kung Flu
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
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