StubWorld - Set-Up & Unwind Extremes: Hang Lung, Swire, AVIC
This week I briefly look at bifurcations in Hang Lung Group Ltd (10 HK), whose clean NAV just got a little cleaner; Swire Pacific Ltd Cl A (19 HK)...
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The Week that Was in Greater China @Smartkarma: TSMC Wins, Chinese Housing, More on May Auto Sales
This is the 5th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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China Conch Venture - Free Rump Stake
After the close of market yesterday, Bloomberg reported that Conch Venture Investments (CV Investments) will sell 50mn shares in Anhui Conch Cement...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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China Still Lucrative for Businesses Despite the Rising Wage Rates
China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...
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