HK Connect Ideas: Five Weeks of Inflows, Dalian Port Outflows (2019-06-14)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
560 Views
Bank of China – An SOE Bank that Is Not Immune
Rural banks come to mind. Medium-sized banks as well. But it is not one of the large four SOE banks that we to feel will have some of the highest...
575 Views
Bank of China: Cheap Globally by Any Valuation Metric
Buying shares in a high-yielding Chinese bank is of course predicated by a macro or socio-economic or political assessment of the country's...
604 Views
HK Connect Ideas: ICBC and Tencent (2019-05-17)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
524 Views
Global Equity Strategy: EU and UK Financial Stocks Are Attractive
Our outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. ...
601 Views