A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
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Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
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Shanghai Longcheer H-Share Listing: Thoughts on Financials and Valuation
Shanghai Longcheer's HK offering is priced at a significant discount to last closed price of its A-shares, however, the upside seems limited.
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Northbound Flows (4Q2025): CATL, CATL, Moutai, Moutai, Luxshare Precision, Luxshare Precision
We analyzed Northbound connect data for 4Q2025 and highlight flows for CATL, CATL, Moutai, Moutai, Luxshare Precision, Luxshare Precision, WEICHAI...
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Aequitas 2026 Asia IPO Pipeline - Hong Kong
In this note, we will take a look at the Asia Pacific IPO pipeline for 2026, starting with Hong Kong before covering other regions in subsequent...
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