HK Connect Flows Weekly (Mar 20th): CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO,...
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China's New International Political Economy
The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and...
541 Views
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
Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two
This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal...
593 Views
HK Connect Flows Weekly (Mar 6th): Alibaba, Tencent, China Life, Xiaomi, Petrochina, ICBC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba (9988 HK), Tencent (700 HK), China Life (2628...
253 Views