Critical Supports Holding in the US, Europe, & Japan; Buying Health Care, Utilities, Materials, Tech
Various indicators are making a turn for the better, including early signs of interest rates bottoming in the US and Germany, a false breakdown in...
332 Views
Asian Bond Monitor: No Oil Unwind (Yet)
​Ceasefire vulnerability and oil price unwind post-ABM in May, with inflation and rates still elevated due to hawkish Fed Chairman. Bearish on...
135 Views
Quiddity Weekly H/A: Spread & Southbound Monitor - Going Into Year End
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
787 Views
Guangdong Investment (270): 1Q Result
​1Q26 results show strong revenue and earnings growth with a 6% dividend yield. GDI's PER is 12x, lower than historical average, making it...
135 Views
Guangdong Investment (270): Water as a Hedge
​Guangdong Investment (270 HK) divests its property development business, focusing on secure water distribution for stability and G2G-level...
333 Views