Stay Calm and Don’t Panic! Overbought Conditions Meet an Overhyped Meeting.
Correction in markets expected after rapid rise, detailed fiscal stimulus plans to come from State Council or MoF, capital market reforms...
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Examining the Bear Case for China
Chinese authorities shift strategy , and while sentiment and valuations support the rally, in short-term there are overbought conditions and a...
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September Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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China Resources Beverage Pre-IPO - Updated Thoughts on Valuation
China Resources Beverage (CRB HK) is looking to raise up to US$1bn in its upcoming Hong Kong IPO. In this note, we talk about our updated thoughts...
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China Resources Beverage Pre-IPO - PHIP Updates - Revenue Slowing, Margins Growing
China Resources Beverage (CRB HK) is looking to raise up to US$1bn in its upcoming Hong Kong IPO. In this note, we talk about updates from its PHIP...
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