Outlook for China:10 Predictions for the Next 10 Years
In this presentation, we present a series of data visualisations to back up 10 bold predictions we expect to play out in China over the next 10...
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March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
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What You Might Have Missed but Should Not on China's Supply-Side Reform
We have quite a few market surprises this year, especially from China, not to mention those from Middle East. Here I would like to mention a very...
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The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
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HK Connect Flows Weekly (Mar 27th): Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan, SMIC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan,...
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