Ping An Insurance - Not a Good Company, But You Can't Argue With the Power of Fin-Tech
* After running 110% in 2017, Ping An Insurance (2318.HK) [Ping An] shares are off to the races yet again as the fintech story continues to have...
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EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
232 Views
ING Life Insurance IPO Part 6 - Subscription Result Analysis & Post IPO Forecasts
MBK Partners has done a great job of convincing foreign institutional investors that ING Life Insurance Korea Ltd. (079440 KS) could continue to...
351 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...
1.5k Views
Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
939 Views