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...
614 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...
531 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. ...
610 Views
"Deep Doubts, Deep Wisdom; Small Doubts, Little Wisdom"
Postal Savings Bank Of China (1658 HK) is outgrowing its peers on the top-line given exuberant pace of credit growth (especially in consumer...
591 Views
Bank of China: A Rich Dividend Yield Backed by the PRC.
In terms of fundamental momentum and trends (our core focus) Bank Of China (601988 CH) reported a mixed set of numbers at FY18.While systemic asset...
580 Views