Systemic problems in China – Is the Renminbi set to tumble?
Initiating 1 year USDCNH Vanilla Call Option with Strike 7.0000. This trade is one way to take advantage of/hedge against potential currency...
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CHINA MACRO: Brining forward our expectations of monetary easing
We are calling for another rate cut and 3 further 50 bps cuts of the reserve requirement ratio in the first half of 2015, with the next rate cut...
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This week's flash-crash in China: thoughts and implications
China A-shares closed down almost 8% on Monday, on heavy volumes, the largest fall since February 2007. Whilst there were several negative...
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Update on active Ideas
I mentioned Noah holdings as a trade to buy before earnings since I anticipated an announcement of significant capital returns.
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Two New Chinese Stocks
Recently Dada Nexus (DADA) , a Chinese last mile delivery service and on demand retail platform reported that about 500mn RMB ($70mn US) of revenue...
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