September Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
297 Views
China Resources Beverage Pre-IPO - Updated Thoughts on Valuation
China Resources Beverage (CRB HK) is looking to raise up to US$1bn in its upcoming Hong Kong IPO. In this note, we talk about our updated thoughts...
479 Views
China Resources Beverage Pre-IPO - PHIP Updates - Revenue Slowing, Margins Growing
China Resources Beverage (CRB HK) is looking to raise up to US$1bn in its upcoming Hong Kong IPO. In this note, we talk about updates from its PHIP...
435 Views
Overview #10 -China Knocks It Out of the Park
A review of recent events/data impacting our investment themes and outlook. We look at the implications of the China stumulus package and Japan's...
1.4k Views
China Crosses the Rubicon - Direct Payments to Kickstart Consumption
Policy efforts are shifting towards driving consumption and boosting consumer confidence, presenting a favourable risk-reward opportunity for...
233 Views