China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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Trip.com - Queen of Corona
C-Trip to Signifcantly Be Punished: Mainland China will be at the epicenter of this tourism slowdown. Trip.com is key player in the local tourism...
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Coronavirus Casualties: China Tech's Ten Biggest Losers
Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...
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TCEL: China’s New Virus Is Scary, But One Chart Shows How You Can Profit
With concerns about the “Novel Coronavirus” (Wuhan Virus) severely affecting Chinese stocks, especially travel-related ones, we believe the current...
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Aequitas 2020 Asia IPO Pipeline - Busy Year Ahead
In this note, we aim to highlight the Asia Pacific IPO pipeline for 2020. This list has been compiled on a best effort basis from tracking the...
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