Hang Lung (10 HK) Is Inexpensive As Dodge & Cox Sells (A Little)
HLG remains dirt cheap at 0.23x P/B, albeit illiquid. Expect HLG to continue to chip away at HLP minorities. I'd be getting some exposure in HLG.
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Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
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Hong Kong's Growth Suggests More Weakness in China
Second-guessing the true rate of GDP growth in China has become a sort of art for many commentators. For a long time, there have been questions...
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Summary and Implications of Recent BIS Guidelines
The Basel Committee on Banking Supervision (BCBS) has been busy over the past five months. For those not incredibly adept at managing BIS news flow...
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Hong Kong Beats Moody's but Loses Big
On March 31, Hong Kong’s Securities and Futures Appeals Tribunal largely upheld the findings of the Securities and Futures Commission (SFC) against...
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