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...
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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...
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HSCI / HK Connect (March 2026): Implementation Today & Positioning
HSCI rebal/HK Connect implementation on March 9th: We provide a follow-up note on what have done well and what to monitor.
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HK Connect March 2026: Implementation Forecast and Positioning Framework
March Connect implementation is nearing: we forecast expected ADD/DELETE actions and assess how positioning, crowding, and southbound flows may...
535 Views