Fresh Asian Long Bets
Fresh long themes - China, HK, Korea and Japan in focusAsia webcast - To view click on this link: https://www.screencast.com/t/tPCuk91R 11:05...
166 Views
Gearing up for Q2 Rally and Asia Macro
US internals played a key role in a secondary pullback into our late March expected cycle trough. Transports break below 9,000 is a weak sector...
155 Views
Chinese Officials Turn a Blind Eye to Corruption
One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its...
2.3k Views
Weakening Credit in 1Q17 in China
With new China data it’s easy to consider a fairly benign growth environment. The reality is more striking. The People’s Bank of China (PBOC)...
234 Views
Update on Chinese Bank Litigation Under The "New Normal"
In late February, Liu Tao, the deputy general manager of the legal department of China Construction Bank, Shenzhen branch provided an update on...
364 Views