Overview #18 - Tipping Point Arrived for Major Trend Changes?
A review of recent events/data impacting our investment themes and outlook. Can HK/China stockmarkets decouple from a US bear market
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NPC- Consumption Put Top of the Agenda, but Another Case of The “Boy Who Cried Wolf?”
​Investors feeling fatigued despite expected plans for boosting consumption in China, potential broadening of bull market beyond technology sector...
406 Views
Consumer Stocks - Waiting to Catch a Fire
Budweiser Asia Pacific (1876.HK) is up 12% today as earnings are slightly less worse than expected and the dividend is increased. This confirms our...
731 Views
Much Ado About Nothing -Or Why the China Stimulus Package Doesn’t Matter as Much as Investors Think
​Expectation management has been key as China's economic data surprises on the upside, but divergent investor views and Trump's win may lead to...
531 Views
Ministry of Housing Press Conference – First Take
The next step on more detailed measures on stabilising the property market in China. Some big positives but disappointment likely for some
451 Views