Last Week in Event SPACE: Evergrande, Spark Infra, Naspers/Prosus, Boral, China Conch Ventures
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)
GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...
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Screening the Silk Road: Q2-2020 Small-Mid Cap GARP (Zulu Warrior Screening)
Growth as an investment style has remained prominent over the COVID-19 period, reinforcing its decade long dominance over the value. The key...
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Kingdee Vs Kingsoft: Plays On China's Potential Ban of Western Software?
Amidst the tech war with the U.S, China has reportedly ordered all foreign PC hardware and operating systems to be replaced in the next three...
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HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
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