Hong Kong Connect Flows (March): $8.7bn Inflows
We estimate inflows to be $8.7bn from mainland investors to HK stocks in March. We highlight flows for Tencent, Xiaomi, China Life, CNOOC, SMIC.
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Flying along China's wind of change: Goldwind
China, land of coal and smog, is now increasing the generation of electricity from renewable sources faster than any other country, with more than...
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A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
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HK Connect Flows Weekly (Mar 20th): CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO,...
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Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
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