Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
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HK - Consumer Discretionary Stocks Lead Shorts
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 21 February 2020. Total...
309 Views
Asian Bank HY Credit Weekly: It Was Ugly, What May Be Oversold
Coronavirus capitulation is creating value within certain securities. Nouriel Roubini and Scott Minerd are back in fashion and that’s a buy sign....
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Trip.com - Pandemic
Lack of Global Leadership During Pandemic: The current corona virus situation remains very fluid, and leadership is NOT inspiring confidence....
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Bank of East Asia - Trail of Tears For Chinese Developer Loans
Chinese Real Estate Risk:Mainland China’s debt-laden developers were already facing a cash-crunch, but the corona virus outbreak has exacerbated...
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