China Property / Debt - when Kaisa broke our Trust
Kaisa failed to make an interest payment due Jan 8 on $500 million of 10.25% dollar bonds (the first Chinese property company to default on...
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This week's flash-crash in China: thoughts and implications
China A-shares closed down almost 8% on Monday, on heavy volumes, the largest fall since February 2007. Whilst there were several negative...
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Northbound Flows (Sep 8th): BYD, Longi Green
We analyzed the Shanghai/Shenzhen Connect Scheme for last week and highlight flows for BYD, Longi Green, ZTE, Zhongji Innolight.
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Northbound Flows: CMB Big Sell After CEO Scandal
We highlight top northbound inflows including CATL, Moutai, China Yangtze Power and top outflows including China Merchants Bank, East Money, and...
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