2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
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Screening the Silk Road: Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
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Viomi IPO Preview: A Solid Business Attractive at the Low-End of the Price Range
Viomi Technology Co Ltd (VIOT US) is a smart home appliance company which has developed its IoT (internet of things) platform. Notably, Xiaomi Corp...
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Notes from the Silk Road: Small-Mid Cap Screening for Zulu Warriors
The Value/Growth style dynamic: Globally, it seems growth stocks as an investment style have been dominant since Q3-2012, which has not helped...
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A Closer Look at Premiumization: Decoding Millennials Online Spending
Premiumization in China has been an unstoppable trend as China’s economic reform continuously spurs the growth of consumer sector and benefits...
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