EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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China Life (2823 TT) Partial Offer : Arb Grids & Comps
On 7 July 2017, China Development Financial (2883 TT; "CDF") announced that it would commence an all-cash tender offer for 25.33% of China Life...
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Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
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Making Sense of Chinese Investments in Africa
Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...
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Garden Fresh Pre-IPO Review: A High Flyer but with a Low Profile?
Garden Fresh, a China fruit juice company, is looking to raise about US$100-150m to move its production in-house.I examine the company's financials...
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