HK Connect Ideas: Tencent Inflows Not Sustained After Game Approval (2019-04-12)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Navitas Gets An Agreed Deal with BGH
After 6 months of haggling and due diligence, debt negotiation, and structuring, global education company Navitas Ltd (NVT AU) has now signed a...
608 Views
HK Connect Discovery Weekly: Tencent, Kingsoft, and Yichang HEC (2019-01-18)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
490 Views
Discover HK Connect: Mainlanders Were Buying Pharma and Property Managers in December
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
609 Views
China Trip Notes - Education Spend On Korean Path…
I began my recent Asia trip speaking at an investor conference in Vietnam, where I focused on the shift in the EM development model toward value...
299 Views