China: When Will Minsky Meet Mao?
The ‘China Catastrophists’ have underestimated the ability of a largely closed financial system to ignore the economic accounting identities other...
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'GLP Wannabe' China Logistics Property Holdings: Still Some Concerns Post H1 Results, Unfortunately
After Global Logistic Properties Ltd (GLP SP) was sold at a rich valuation in July, we decided to revisit China Logistics Property Holdings Co Ltd...
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Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center
Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and...
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Tencent Continues to Surge past Expectations. Its Earnings Flexibility Makes It a Core Holding.
We updated our price target and forecasts for Tencent (700 HK) recently ahead of the 2Q result. Our price target moved from HK$260 to HK$371. The...
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Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
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