Bank of China – An SOE Bank that Is Not Immune
Rural banks come to mind. Medium-sized banks as well. But it is not one of the large four SOE banks that we to feel will have some of the highest...
704 Views
China: The Shift to a More Autarkic Governance Regime Will Hurt the Economy and Investors
On a tactical level, both onshore and offshore listed Chinese equities are starting to appear somewhat oversold and would rally sharply if the US...
721 Views
HK Connect Snippet: Auto Manufacturers, Kingsoft (2019-05-31)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
713 Views
HK Connect Snippet: Two Consecutive Weeks of Inflows, Tencent, Geely (2019-05-24)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
635 Views
HK Connect Ideas: Longest Streak of Weekly Inflows YTD (2019-04-18)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
594 Views