Growing Risks of a Crisis of Confidence in Chinese Policy Settings
The increasing frequency with which Beijing switches from enforcing greater financial discipline to implementing monetary and fiscal stimulus...
433 Views
China’s Financial Risks/Deleveraging/Technology Race/Housing Crackdown/Trade War/EU Talks/RRR Cut
China News That Matters Stock market sell-off intensifies Foreign investment encouraged in market shake-up China to lead in 5G development New...
385 Views
MS-China June 2026 Rebalance: Post-Announcement Trading Pattern Analysis
Following MSCI May 2026 announcement, we a look at the trading pattern of affected stocks for MSCI-China from historical perspective by overlaying...
157 Views
Quiddity Leaderboard HSIII Jun26/Sep26: New Expected ADD/DEL Due to New Listing
The universe for HSIII is the Hang Seng Composite Index (HSCI). As new IT-related companies get listed in Hong Kong, they might get added to HSCI...
188 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.6k Views