China Financials Weekly: Jan 30 | A Bubbly Opening
We expect a strong start to the week for the China financials space, after a new year holiday that confirms investors' hopes for a speedy recovery...
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GEM Weekly (14 Jan 2022): Chinese Inflation, South Korean Repo Rate, Kakao, LG, Alibaba, Ant
Global Emerging Markets weekly provides a summary of the key news developments impacting the largest countries and constituents of the Global...
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China Financials: Silver Linings Playbook
Our Silver Linings Playbook outlines our views on the China financials names that are most likely to remain resilient in the face of macro...
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Hong Kong Single Stock Options Weekly June 15–18: Lockups and Vol Divergence in Focus
Hong Kong stocks weakened in a holiday-shortened week as poor breadth, lockup concerns and widening implied vol divergence shaped the backdrop.
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Smartkarma’s Week That Was in China, Japan, & Korea: Markets Tank on Intensifying Global Trade Wars
"Government 'help' to business is just as disastrous as government persecution... the only way a government can be of service to national...
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