China Property - Further Signs Of Gradual Policy Tightening
Over the past 10 years, China property prices, as measured by indices of average prices of new homes sales, have followed in a fairly consistent...
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Growing Corporate Debt in China
There has been much discussion about China’s wish to implement economic reforms and – specifically – to deleverage. However, the reality is that...
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ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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ICBC Posts Slowing Top-Line Growth; Credit Quality Outlook Mixed
Industrial and Commercial Bank of China's first-half results posted a 0.8% net profit growth against mid-2015. The results reflected slowing...
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The Moats that Fintech Companies Must Cross
Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...
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