Has the Battle on Vanke Been Settled?
After my earlier note warning of a big sell-off in Vanke's H shares (from over HKD22 to below HKD16) and rebound thereafter, I want to give my...
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Video: How Much Will a Bursting of the China Bubble Hurt Singapore Banks?
Now that Singapore's banks have published their results, veteran market watchers Song Seng Wun and Kevin Scully take an in-depth look at China's...
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Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
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The China Series: If You Think Things Are Bad Now...
If you think things are bad now, just wait until the slowdown really begins. China produces 60% of the world’s cement but only commands 16% of the...
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Jiayuan International IPO - Private Real Estate Is 2x the Size of Business Being Listed
Jiayuan International (Jiayuan) plans to raise US$85-145m through an issuance of primary shares in its IPO. The company offers no unique exposure...
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