Hong Kong Beats Moody's but Loses Big
On March 31, Hong Kong’s Securities and Futures Appeals Tribunal largely upheld the findings of the Securities and Futures Commission (SFC) against...
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Moody's Vs SFC - A Dark Day for Hong Kong?
I have had the highest respect of SFC but it may be a dark day for those who engage in the practice of financial research and due diligence with...
396 Views
Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
208 Views
It Is All Playing Out with China's Banks
The NPL crisis is upon us in China. It’s playing out even if it appears slow.Some of the first movers to show NPLs provide a guide as to what to...
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Short Note: HK RE – Supportive Mortgage Policy, Resi Developers Are Trading at Trough Valuation
HKMA announced policies regarding housing mortgage LTVs. We believe these policies target upgraders, and will support the residential market. ...
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