China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year;  * Restarting the capex cycle is a key gov’t focus to revive...
462 Views
China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
863 Views
HK Short Interest Weekly: Lenovo, CCB, Tencent, Catl, Alibaba, Kingboard Laminates, AIA, Wharf
We analyzed the latest HK SFC report for aggregate short position as of May 29th and highlight short interest changes in Lenovo (992 HK), CCB (939...
131 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...
767 Views
FXI Rebalance Preview: Two Changes Likely in June
There could be 2 changes for the FXI in June. One of the adds will also be added to a global index at the same time. The H/A discount has widened...
188 Views