Bullish China and Laggard Stock Plays
HSCEI rally through our 11,100 projection, suggests the Shanghai composite may have the energy to clear and hold above 3,300 long standing...
330 Views
China Unicom's Mixed Ownership Reform Plans Announced but Benefits Likely Overhyped
China Unicom Hong Kong Ltd (762 HK)'s first-half result was slightly better than expected with strength in the mobile businesses more...
342 Views
Ping An's FinTech Conference Revealed Strength of Its Technology Platform; Increasing FVE to HKD 60
We increase our fair value estimate for Ping An Insurance (Grp) Co Of China Ltd. (2318 HK) to HKD 60 per share from HKD 50 for its H shares, and...
227 Views
Republican Healthcare Plan Implodes, as Quant Investing Boom Fails to Deliver...
The shambolic Republican healthcare reform effort is now dead – a vote to simply repeal Obamacare without any replacement looks unlikely as the...
260 Views
Canadian Canaries in the Basement, China Insurers Attractive…
Canadian household debt to GDP stands at a record and about 70ppts higher than the US - house prices are at historically high levels versus...
231 Views