China Financials – The Accident About to Happen
* Risk Increasing Within Tier 2 Banks: The 2nd tier banks is looking increasingly vulnerable. Tighter asset management regulations are being...
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Anbang Group - Snared
* Orchestrated Collapse: The CIRC notified Anbang that it took over the company’s Board and managerial functions for an extendable one year period...
465 Views
HK Short Interest Weekly: Pop Mart Intl, Alibaba, Akeso, 3Sbio, China Life, Zijin Gold Intl
We analyzed the latest HK SFC report for aggregate short position as of Apr 17th and highlight short interest changes in Pop Mart Intl, Alibaba,...
304 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...
270 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...
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