TRADE IDEA - Hang Lung (10 HK) Stub: A Timeless Arb
An old favorite in the Asian arbitrageur's investment universe is the Hang Lung stub. The Hang Lung Group acquired Hang Lung Properties (formerly...
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Last Week, in Event SPACE (1 July 2017)
In this note, we look at the farrago of issues encircling Toshiba Corp (6502 JP); the pointy end on Global Logistic Properties Ltd (GLP SP) at the...
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China's New Silk Road Projects: Six 'One Belt, One Road' Investment Ideas
This note is intended to be a companion piece to Howard J Klein's new piece, A Time Traveler’s Guide to Xi’s Epic Silk Road Project: Who Really...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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Action Points in Asia and US
Chartonics webcast Wednesday 15 February 2017Action points To view click on this link: https://www.screencast.com/t/UGCMYdBY9 5:43 min. T-Note -...
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