Cheers! Raise a Glass to China Resources Beer (0291.HK)
A quality Chinese red chip company at a reasonable valuation, growing sales and margins due to its premium strategy. A play on recovering Chinese...
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China Insurance: PICC P&C Vs. CPIC
Bullish on PICC P&C outlook as it's expected to benefit the most from China's motor insurance recovery. Bearish on CPIC's because its P&C is much...
628 Views
Further Opportunities in the Hong Kong Market
When we first published this piece, there was widespread scepticism about the HK/China markets. It now appears a bottom has formed and this...
649 Views
February Themes and Thematic Portfolio Review
We review market performance, our investment themes, highlighting additions and subtractions in the thematic investment portfolio.
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Sunshine Insurance Group IPO Lock-Up - US$5.3bn Lockup Release Tomorrow, with No Liquidity
Sunshine Insurance Group (6963 HK) (SIG), a life, health and P&C insurance company, raised around US$850m in its HK IPO in Dec 2022. Its IPO linked...
357 Views