CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
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Oil Price Outlook: All Signs Point to a Brutal Near-Term and a Meaningful Long-Term Recovery
Although we continue to believe that crude oil prices are well below the levels required to incentivize sufficient investment to meet demand beyond...
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CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
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CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
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Hong Kong Buybacks Weekly (Sep 22nd): Tencent, Aia, China Petroleum & Chemical
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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