Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
242 Views
Quiddity Weekly H/A: Share Discounts & Southbound Flows 20180119
This is a new H/A Spread monitor project which attempts to give a brief look at recent changes in H-Share and A-Share spreads based on various...
233 Views
Mainland Chinese Brokers - Red, Right, Return
* Regulatory headwinds the sector appear to be abating;* Fundamentals - at worst - appear to be stabilizing;* Brokerage sector valuations and...
243 Views
Chinese Outbound Tourism May Data
Outbound Flight Passengers Up 3% YoY in May: SK Down 54%, Macau Up 37%Stocks Mentioned: Ctrip.com International (ADR) (CTRP US), Amorepacific Group...
244 Views
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...
1.4k Views