China Stock Levels and the Brokers
China stock picks continued Click on this link to view: https://www.screencast.com/t/54XmOh7k8:02 min. We review some of our stock picks mentioned...
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Bullish China and Laggard Stock Plays
HSCEI rally through our 11,100 projection, suggests the Shanghai composite may have the energy to clear and hold above 3,300 long standing...
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ANIMAL SPIRITS: "You're Fired"- Underweight Chinese Banks & Bank of China (3988 H) Exits "Top Picks"
BOC And Chinese Banking Sector Notionally Attractive Valuations Might Be A "Value Trap" As We Are Sceptical Over NIMs, NPLs, Loan Growth And...
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Ahead of China Bank Results, Focus on Margins and NPL Distribution
When China bank numbers come out, the focus will continue to be on credit quality, but also core interest income. For some time now, China’s banks...
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EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
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