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
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
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
Chinese Officials Turn a Blind Eye to Corruption
One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its...
2.5k Views
China-Hong Kong Bond Connect on Its Way. A Legal Update from Dechert's Financial Services Group
China has announced the launch of a new initiative that is likely to liberalize the process for foreign investors to invest in the China bond...
418 Views