Most Popular / Unpopular Names in Hong Kong....
We looked back over the last month to see which names in Hong Kong had the most Analyst upgrades and downgrades. On the positive side, CNOOC Ltd...
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Other Assets May Conceal Bad Loans: China
Other asset growth is surging at China’s banks. It is a line item often associated with assets of limited liquidity, impossible to value, or not...
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More of the Same for China's Banks
You have to hand it to China Citic Bank Corp Ltd (H) (998 HK). It included its overdue loan detail on page 294 of its 295 page earnings release. ...
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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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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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