China Banks – Questionable Accounting Practices Exposed
* Circular 46 enabling the CBRC to properly do its job, as Shanghai Pudong Development Bank - the first of many high profile names - gets exposed...
151 Views
Quiddity Weekly H/A: Discounts & Southbound Flows 20180126
This is a new H/A Spread monitor project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and...
366 Views
Ping An Insurance - Not a Good Company, But You Can't Argue With the Power of Fin-Tech
* After running 110% in 2017, Ping An Insurance (2318.HK) [Ping An] shares are off to the races yet again as the fintech story continues to have...
224 Views
EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
152 Views
Quiddity Weekly H/A: Shares Discounts & Southbound Flows 20180112
This is a new H/A Spread monitor project which attempts to give a brief look at recent changes in H-Share and A-Share spreads based on various...
324 Views