Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
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Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually contain...
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Retail Margin Loans Funded Refueling China’s A-Share Market
Yesterday in Beijing, China Securities News published an article highlighting President Xi’s calling for stock market to become a nation’s core...
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G20 Game of Roulette: Where Will Trump-Xi Ball Land? + 2018 Holiday Season Conviction Shorts
From conversations with investors, we believe that the market strongly expects a “positive” outcome whereby the US agrees to freeze the trade...
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U.S. Equity Strategy: Retest of October Lows Underway; Upgrading Financials
Our outlook remains cautious as we continue to expect heightened volatility and a potential retest of the February 2018 lows over the next several...
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