Quiddity Weekly H/A: Spreads & Southbound Flows [Week to 20 Jul 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
430 Views
Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
242 Views
HKEx – Not Leaving Well Enough Alone
* Traditional fundamentals within the legacy Hong Kong Exchanges & Clearing (HKEx) [388.HK] equities business continues on a positive upswing,...
285 Views
Mainland Chinese Brokers - Red, Right, Return
* Regulatory headwinds the sector appear to be abating;* Fundamentals - at worst - appear to be stabilizing;* Brokerage sector valuations and...
243 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...
1.4k Views