Asia Calling: China's Great Rebalancing - Why the Consensus Is Wrong
Falling Chinese asset markets have resulted in growing fears that China's economy is in a 'hard landing' Policymaker actions may have exacerbated...
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So Vanke Seems to Win the Battle Against Baoneng, but Is It that Simple?
Merry Xmas everyone! This is a quick update note on what my yesterday's analysis on Vanke-Baoneng battle. The trade recommendation - Short Vanke...
337 Views
What You Should Know About Vanke and Implications to Its Stock
This note is a quick summary of what’s happened to China Vanke Co., the largest property developer in China. Then I try to explain we want to short...
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Beware of NPL Coverage Trends Across Asia
Do not be lulled by a false sense of security with high NPL coverage. The figures can decline quickly and China is the quintessential example....
395 Views
Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
387 Views