CHINA MACRO: GDP headline came in at 7%, but more loosening is needed near term.
China GDP came in at 7%, inline with consensus, but ahead of what we thought it would (in particular in light of the fact retail sales, industrial...
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A-SHARES: Margin Investors are NOT marginal!
This short discussion piece discusses Margin Investors in A-shares. Not valuation. Not flows. But potential - like from high school...
499 Views
CHINA MACRO: We still expect more loosening near term.
China Q1 GDP is due out on April 15th, and we see downside risk to the markets 7% forcast. We have written several notes YTD on the downside risks...
229 Views
DBS Group Holdings – Lots of Lipstick
DBS: DBS participated in a competitor conference, suggesting not an ounce of risk sits on balance sheet. There was no discussion of its headlong...
374 Views
Alibaba Group Holding – Palace Intrigue
ALIBABA: Alibaba announced that long-time CFO Maggie Wu will be stepping down in April 2022, and that it will be reorganizing its international and...
333 Views