Overview #4 - Analysis of Chinese Travel Data Is on the Wrong Path.
Changing consumer preferences affecting Chinese May Day travel data, while consumers in the US and Japan are dealing with declining real incomes.
240 Views
Further Opportunities in the Hong Kong Market
As global and emerging market funds return to Hong Kong, some underperforming index names will attract flows. Seeing good technical action, volume...
892 Views
China Bluechemical Ltd (3983.HK) - Fertiliser Pricing on the Up
Investors can capitalize on rising food and energy prices in this fertiliser stock poised for an upswing, with a low valuation and a strong...
229 Views
Revisiting Jafco (8595.T) - Company Reaches An Important Milestone
Jafco reaches the holy grail of asset management , while its new fund raising is exceeding expectations. Exit multiples for Japan will likely...
246 Views
2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 2
Since we published this piece, The HSI is up 12%, the HSCEI is up 16% and the HSCCI is up 17%. Since January's bottom, when we reiterated BUY,...
638 Views