Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
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China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
538 Views
Maanshan’s Offer Turns Unconditional
In my note last Friday (Maanshan's Offer Likely To Turn Unconditional), recent CCASS movements indicated the Offer for Maanshan Iron & Steel...
362 Views
Maanshan's Offer Likely To Turn Unconditional
Maanshan Iron & Steel H (323 HK)'s Composite Doc has been issued. The First Closing Date is the 29th October, and the Offer will lapse if not...
490 Views
The Magang/Angang Pair Trade Is Preferable To The MGO
Maanshan Iron & Steel H (323 HK)'s Composite Doc has been issued. The First Closing Date is the 29th October, and the Offer will lapse if not...
512 Views