EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
352 Views
Retail Margin Loans Funded Refueling China’s A-Share Market
Yesterday in Beijing, China Securities News published an article highlighting President Xi’s calling for stock market to become a nation’s core...
596 Views
China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
1k Views
China's Consumer Credit Crunch, Slowing Consumption, & Stock Implications
In this note, we analyze the latest domestic consumption data including the top 50 retailers, auto sales, and P2P transactions. Domestic...
632 Views
China P2P Loans H1 2018 : Ponzi Scandals Creating Industry Chaos; Loan Origination Plummeted 35% YoY
In Q2, dozens of P2P platforms filed public reports regarding the disappearance of management personnel who took money raised from retail...
540 Views