Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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The Week That Was in Greater China @Smartkarma: ASE+SPIL, New FinTech Regulation, RYB Abuse Scandal
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of November 20th through November 26th and features a selection...
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Tencent Focuses on Content and Technology for 2018. Stocks Continues to Move Higher.
At its recent 7th Global Partners Conference, Tencent (700 HK) highlighted an open platform strategy centered around content and Artificial...
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