LDK Solar--Test Case for Chinese Bankruptcy Law?
One of the little noticed outcomes from the meeting between President Obama and President Xi Jinping was that the two countries commit to, starting...
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HK Short Interest Weekly: Tencent, Hansoh Pharmaceutical, HSBC, CNOOC, Petrochina
We analyzed the latest HK SFC report for aggregate short position as of Apr 2nd and highlight short interest changes in Tencent (700 HK), Hansoh...
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PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
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Oil Markets: Fundamentals Improving, but U.S. Shale Still Looms
Crude markets have tightened a good deal in recent months, as strong demand growth and supply issues have pulled forward the industry recovery by...
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Oil Price - OPEC Deal or No Deal?
Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production...
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