A-Share Margin: Gorillas and Grandfather Clocks
After questioning Toyota, as every good investor should right now, I turn my attention back to Chinese A-share margin positions. In a piece a bit...
435 Views
CHINA MACRO: ECB style QE rumour unlikely to be true - BUT expect more LGFE measures
China’s central bank is considering taking a page from Europe’s financial-crisis handbook to free up more credit as growth in the world’s...
286 Views
CHINA MACRO/POLICY: Thoughts post the 100bps RRR cut - POSITIVE MOVE . Expect more easing near term
The PBOC has announced a 100bps cut of Banks’ Reserve Requirement Ratio, in line with our estimates, but larger than street consensus. We believe...
252 Views
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...
279 Views
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...
490 Views