CX Daily: Local and National Interests Clash in China’s New Green Power Market
In Depth: Local and national interests clash in China’s new green power market. China sees rebound in travel, leisure sectors as Covid-19 lockdowns...
216 Views
CX Daily: Balancing China’s Development With Need for Food Production
Cover Story: Balancing China’s development with need for food production. Beijing drops more Covid rules as outbreak declared ‘under control’
196 Views
Sinopec Engineering (2386 HK): Priced For Liquidation. Again
SEG is cheap, currently trading below net cash. With a median trailing P/E and P/B pre-Covid of 7.9x and 1.1x, I see at least 40% upside from here.
374 Views
EM Value Fund Positioning
With Value funds making gains on Growth funds this year, where are active Emerging Market Value managers positioned across countries, sectors,...
239 Views
Asia-Pac Stocks Priced For Liquidation
When investors are chucking in the towel, including the event space (RV, risk arb etc.), it's time for some old school perspective. In this...
733 Views