A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
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Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
493 Views
Quiddity Leaderboard CSI 300/ββ500 Jun26: Mega Flows; Some Large Individual Flow Names Too
CSI 300 and CSI 500 Jun26 index rebal events could see one-way flows of US$6.8bn and US$7.6bn respectively. There are many names with >US$100mn...
340 Views
Northbound Stock Connect Expansion: Potential Changes in 2023
The universe for inclusion in Northbound Stock Connect has been expanded to include the SSE A Share Index and the SZSE Composite Index...
943 Views
2023 High Conviction: AviChina Industry (2357 HK) - The Sky Is the Limit
AviChina is cheap against global peers and key drivers are increase in civil and defense demand, commercialisation of C919 aircraft, localisation...
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