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,...
292 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...
253 Views
How Will China's SOE Corporate Governance Reforms Impact Those Listed Abroad?
In early May, China's State Council issued a document requiring the country's state-owned enterprises (SOEs) to reform their corporate governance....
333 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...
1.5k Views
Chinese Officials Turn a Blind Eye to Corruption
One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its...
2.3k Views