Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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Escalating US-China Trade War Raises Risks; but Our View Remains that Cooler Heads Will Prevail
Hong Kong & China stock opportunities amid the volatilityThe risk of an escalating global trade war harming growth is likely to weigh on share...
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It's Rail, It's Property: MTR Is Rail Estate
Hong Kong rail operation remains core to earnings growthWhile MTR Corp (66 HK) has expanded its operation internationally, the company's Hong Kong...
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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...
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China Railway Reform: Full Steam Ahead
Market-oriented regulatory changes will boost the sector's returns; Best Idea Guangshen Railway remains our top pick.Reform of China's railway...
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