Shanghai/Shenzhen Connect Ideas: $3 Bn Inflows, $168 Bn of Holdings (2019-09-20)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
361 Views
Shanghai/Shenzhen Connect Ideas: Ping An Results/Buybacks, Tsingtao A/H (2019-08-16)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
454 Views
Shanghai/Shenzhen Connect Ideas: MSCI August Adjustment, Healthcare Led YTD Inflows (2019-08-09)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
462 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