US' Quantitative Tightening; Chinese Regulators’ Push for Deleveraging
The S&P 500 (SPX INDEX) fell by 5.2% last week and now stands 8.8% below its record high of 2873 on January 26. A combination factors...
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Exports Driven Chinese Housing Market Stabilization; Expect Liquidity Tightening After Luna New Year
Consistently throughout our coverage of the housing market in China, we made it clear that: 1) the real estate market is the lynch pin of the...
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Quiddity Weekly H/A: Discounts & Southbound Flows 20180126
This is a new H/A Spread monitor project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and...
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Kaisa(-Ga) Group: Through Fire and Brimstone
Kaisa Group (“Kaisa”) will probably go down in history as one of the most curious situations in the market. In our view, the company can certainly...
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Ci Fi Ho Hum : CIFI (884 HK) Goes to Market... Surprise!
Once upon a time there was a real estate developer which IPOed in Hong Kong (IPOed in late 2012) which had a habit of releasing a short statement...
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