Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
493 Views
CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
469 Views
A-H Premium Weekly (Jan 30th): China Railway, CNOOC, Ningbo Joyson Electronic, YOFC, Tianqi Lithium
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Railway, CNOOC, Ningbo Joyson Electronic, YOFC, Tianqi...
234 Views
A-H Premium Weekly (Jan 16th): COSCO Shipping Energy, Ganfeng Lithium, China Oilfield Services
We analyzed A-H premium changes in the past week and highlight A-H premium changes for COSCO Shipping Energy, Ganfeng Lithium, China Oilfield...
303 Views
A-H Premium Weekly (Oct 31st): Sinotrans, Jiangxi Copper, Everbright Securities
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Sinotrans, Jiangxi Copper, Everbright Securities, Guangzhou...
451 Views