Poly Property Development IPO: Valuation Alluring
Poly Property Development (6049 HK) (PPD) is a Chinese property management company. PPD has launched its IPO at an indicative price range of...
529 Views
China Communications Construction Base Line Support to Accumulate
China Communications Construction (1800 HK) bear cycle is maturing as we approach base line price support where a cycle low is probable/expected....
439 Views
Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
645 Views
US-China Trade Tensions at a Stalemate - Don't Expect Beijing to Blink - What to Buy?
China's economic growth is slowing but not enough to prompt Beijing to blink in trade standoff with the US over trade. So far in 2018 Beijing has...
413 Views
Xiaomi and China Banks: Poor China IT Financial Metrics, a Lessor Known Risk to China Banks
China’s banks are well-exposed to China’s Information Technology (IT) companies. We may sometimes forget this, where we tend to focus on industrial...
707 Views