PICC Group – Investment Returns Appear Non-Sensical
* Strong 1Q20 Numbers: PICC Group's 1Q20 earnings amounted to CNY 7.1 bn, increasing 5.8x linked quarter reflective primarily of both a CNY 36.9 bn...
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Underweight Hong Kong, Overweight Taiwan
We are underweight Hong Kong and overweight Taiwan equities. The economic costs of the deepening political crisis in Hong Kong is yet to feed...
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Hong Kong's Carrie Lam - A Judgement Void
Ms Carrie Lam’s extradition bill has been shelved but Hong Kong’s protesters want it to be permanently abandoned and along with it Ms Lam’s head....
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Hong Kong - On Edge
The US-China trade talks have collapsed. Mr Trump is has declared an all out war by targeting Chinese technology companies. In response China is...
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Taiwan Investors Factor In China Recovery
It is time to go increase exposure to Taiwanese equities, if you haven’t already. Like bourses around the region, Taiwan’s stock market has...
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