Sequential Profit Is Telling for China Banks
The China bank numbers show us once again that quarterly figures during the year are hardly reliable. This is because it is in the final quarter...
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China: Underweight, Not Under-Owned
In this report we look at China and its place within global emerging market equity funds. We find that despite a large underweight relative to the...
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China Banks: Headline Positive, Fundamental Deterioration
Major Chinese banks have released their 2016 annual results and you could be forgiven for believing that the Chinese economy was on firmer footing...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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Chinese Officials Turn a Blind Eye to Corruption
One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its...
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