Li Ning (2331): Still Preferred over Anta in Difficult Period
This is part three after Li Ning or Anta: Which One? ,and Anta (2020): Big Growth But... which has so far produced +15% dollar neutral and +20.55%...
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China A-Share Strategy: To Revive Economic Growth as Getting past Coronavirus
China would step up the effort to stimulate its faltered economy by raising the fiscal deficit ratio and selling special government bonds, as...
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Trade/Investment Ideas from 2019/20 IPOs
Since the start of 2019 till date, we have covered 96 IPOs. Despite the market turmoil over the past two months, over a third, or 40 IPOs remain...
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Notes from the Silk Road: XTep Intl Holdings (1368 HK):Athletic Wear Not on the China Consumer List
Xtep’s 2019 annual results and their update on the Corona Virus (Covid-19) pandemic has provided a useful insight into the consumer sector. We...
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Topsports - Nike Results Are Encouraging for the Short-Term but Not so for the Long Term
Nike Inc Cl B (NKE US) reported its results yesterday for the quarter ending Feb 20. In its results briefing it provided an update on its China...
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