Nissin Food (1475): HK COVID-19 - Reversal of WFH Vs Going Out
How severe it will get in Hong Kong and will the government re-instate the lockdown. It is time to go long Nissin food and start shorting MTR and...
371 Views
The Trade War Is Set to Worsen, as China Falls Far Short of Meeting Phase 1 Targets
China's imports f
367 Views
Trump Is Not the Cause but an Effect of De-Globalisation; No Magical Rebound in Trade
Between 1946 and 2011, global trade volumes typically grew at least 1.5-times the pace of global GDP growth, except during years of global...
433 Views
US/Mainland China - De-Escalation Appears Evident
*China Retaliation: A day after US government ordered mainland China's Houston consulate to close and personnel to depart within 72 hours, mainland...
348 Views
Genworth Financial - Plan B
*Un-investable: This is a binary investment. Either you believe that China Oceanwide (715.HK) can come up with the funds for this deal or you...
430 Views