Hong Kong's Future? 3 structural bears for retailer/tourism
Street observers are blaming the slow down in visitor traffic from mainland as a result of the pro-democratic Occupy Central, increasing tension...
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CHINA MARKET: China barred brokerages from selling third-party financing products
China barred brokerages from selling third-party financing products that help clients invest in stocks using borrowed money, such as umbrella...
435 Views
CHINA MARKET: Growing risks of regulatory intervention on leverage
China markets sold off last week, post news China’s securities regulator plans to start a new round of checks on the margin-lending businesses of...
462 Views
HK Connect Flows Weekly (Mar 13th): Tencent, CNOOC, Jiaxin International Resourc, Lingbao Gold
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), CNOOC (883 HK), Jiaxin International...
219 Views
StubWorld: Fitch/Moody's Downgrades Further Propel JCNC's Implied Stub
Fitch's, Moody's and MSCI's Indo conclusions are a material overhang. I'd still be reluctant to reverse the stub, as Asta underperforms (down 14%...
223 Views