Smartkarma Originals
China Property Management - Sector Deep Dive and Evaluation Framework
The China Property Management Sector is loved by investors for several reasons. The common thesis for investing in this space is : Visible and...
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Morning Views Asia: Central China New Life, CIFI Holdings, Country Garden Holdings Co
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
291 Views
Asia HY Monthly - Takeaways From China's Two Sessions (2020) - Lucror Analytics
From an investor’s perspective, the month of May was dominated by two issues: the likely rate of the post-pandemic economic recovery, and mounting...
332 Views
Hong Kong Property: Protests, Covid-19, National Security Bill, WFH
The Hong Kong Property market, apart from being one of the most expensive in the world, has analysts and market commentators divided on the future...
290 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
627 Views