Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
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Most Popular / Unpopular Names in Hong Kong....
We looked back over the last month to see which names in Hong Kong had the most Analyst upgrades and downgrades. On the positive side, CNOOC Ltd...
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Other Assets May Conceal Bad Loans: China
Other asset growth is surging at China’s banks. It is a line item often associated with assets of limited liquidity, impossible to value, or not...
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Money Matters: Have the Drivers of Residential Property Investment in China Run Their Course?
IntroductionThere have been three key growth drivers of residential property development in China in my view: 1) The increase in urban population;...
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EM Is Cementing Its Leadership Status; Buy Miners
• Pullback opportunities are prevalent in Europe and Japan. Both markets are testing key support levels,presenting attractive entry points. We see...
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