China Financials – The Accident About to Happen
* Risk Increasing Within Tier 2 Banks: The 2nd tier banks is looking increasingly vulnerable. Tighter asset management regulations are being...
136 Views
Xi and Trump Policy Priorities Imply US Inflation to Diverge From Chinese Growth
Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and...
135 Views
Anbang Group - Snared
* Orchestrated Collapse: The CIRC notified Anbang that it took over the company’s Board and managerial functions for an extendable one year period...
182 Views
Global Equity Strategy
Overwhelmingly, and to take a line from our U.S. Compass report, recent declines have corrected the excess. Where many charts appeared stretched...
215 Views
Ping An Good Doctor IPO Preview: Vital Signs Deteriorating
Ping An Healthcare and Technology Group (PAHTG) is a leading Chinese internet healthcare company, backed by Ping An Insurance (Grp) Co Of China...
949 Views