China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
863 Views
A-Share Margin Trading Weekly (May 29th): INDUSTRIAL BANK, ANHUI JIANGHUAI AUTOMOBILE, BOE
We analyzed A-share margin trading positions report for the past week and highlighted INDUSTRIAL BANK, ANHUI JIANGHUAI AUTOMOBILE, KUANG-CHI...
133 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.6k Views
Chinese Officials Turn a Blind Eye to Corruption
One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its...
2.5k Views
China-Hong Kong Bond Connect on Its Way. A Legal Update from Dechert's Financial Services Group
China has announced the launch of a new initiative that is likely to liberalize the process for foreign investors to invest in the China bond...
418 Views