TPW Advisory Friday Musings: Why Be Bearish?
Another week of one step forward, two steps back with ample opportunity to get chopped up. No surprise given the history of post options expiry...
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Last Week in Event SPACE: Sembcorp Marine, AusNet, Shinsei Bank, MMC Corp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Evergrande/ Xi/ Coal/ USA/ Hong Kong
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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Evergrande (3333 HK) - Understanding Its Off-Balance Sheet Financing
Evergrande's debt woes persist. Yet, the reported figures may not represent the economic realities and true financial obligations due to Off...
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China Equity Strategy: Growth Slowdown Risk, Potential Monetary Stimulus
China activity indicators are weakening and missed expectations in August. We expect there will be some monetary stimulus to stabilize the economic...
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