Chinese Airports at Inflection Point, Low Risk and High Visibility Growth Sector
Chinese airports have underperformed the CSI 300 despite a successful turnaround. There will be a surge in lucrative international flights that...
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Primer: Shenzhen Airport Co Ltd A (000089 CH) - Dec 2025
Strategic Expansion Driving Growth: Shenzhen Airport is in a significant capacity expansion phase, highlighted by the development of a third...
309 Views
The Stocks to Own in China – Vol. 35
We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Since inception, it has gained 150% versus the CSI 300...
378 Views
The Stocks to Own in China – Vol. 34
We highlight 10 China A stocks that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, seven new join...
365 Views
Lessons Learnt from Investing in Essential Services
The podcast explores the benefits of investing in infrastructure assets for reliable long-term cash flows and opportunities for growth.
546 Views