Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 22 years of covering Asia Pacific equities, the past 19 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

Quiddity Advisors

Thematic (Sector/Industry)

Hong kong Financials / Thematic (Sector/Industry)

Contemporary Amperex Technology (CATL) (3750 HK)

<ul>
<li>A Bloomberg <a href="https://archive.is/6X0kZ" target="_blank" rel="noopener">op-ed piece on the 5th June</a> concludes it is time to move on from "<em>from an archaic currency regime</em>". That conclusion appears presumptuous. And uninformed.</li>
<li>A key tenent of this piece is that HK's benchmark interest rates are (or were) significantly - and stubbornly - lower than US rates. Yet this "anomaly" is easily explained.</li>
<li>The article fails to discuss the impact from <strong><a href="https://www.smartkarma.com/entities/contemporary-amperex-technology-catl-co-limited" target="_blank" data-smartkarma-citation="entities:45179:1" rel="noopener">CATL (3750 HK)</a></strong>'s IPO on the peg;  and even what would replace the peg (IF it were replaced).</li>
</ul>


A Bloomberg op-ed piece on the 5th June concludes it is time to move on from "from an archaic currency regime". That conclusion appears presumptuous. And uninformed.
A key tenent of this piece is that HK's benchmark interest rates are (or were) significantly - and stubbornly - lower than US rates. Yet this "anomaly" is easily explained.
The article fails to discuss the impact from CATL (3750 HK)'s IPO on the peg;  and even what would replace the peg (IF it were replaced).


Hong Kong Financials

No, Hong Kong Won't Abandon The Peg