US/China Trade Pact - Wake Up America
Not So Fast: Mainland China is NOT reducing tariffs on USD 138 bn of existing US imports at rates of 5%-25%, and will only suspend new tariffs....
354 Views
PSBC (1658 HK) - A-Shares IPO & Implication for H-Shares Inclusion in the HSI
The A-shares of PSBC, Postal Savings Bank Of Chi-A (601658 CH), the largest mainland Chinese bank by number of branches, listed in Shanghai...
603 Views
China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year; * Restarting the capex cycle is a key gov’t focus to revive...
281 Views
HSCEI Dividends - Better Results Increase Expected Fair Value
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have moved up 1.9% mainly driven by strong Q3...
312 Views
HK Shorts - Bottom Forming for China Megabanks?
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 11 October.Total short notional...
383 Views