CSI500 Index Rebalance Preview: Potential Adds Continuing to Outperform
We forecast 50 changes a side at the June rebal leading to a one-way turnover of 11.47% & in a one-way trade of CNY 10bn. The potential adds have...
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China Pulp & Paper: Factory Visits in Dongguan at Nine Dragons (2689 HK) And Lee Man Paper (2314 HK)
Last week I spent two days in Dongguan (Guangdong province) Visited factories of both Nine Dragons Paper Holdings (2689 HK) and Lee & Man...
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Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
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