Shenzhen Intl (152 HK): A Gem in the Greater Bay Area
Shenzhen Intl is an interesting, yet inexpensive (0.87x P/B), play on the encouraging outlook of Shenzhen and the Greater Bay Area. 3Q20 results of...
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Smartkarma Originals
Chinese Expressways: A Step In The REIT Direction
2020 has been a bumpy journey for Chinese toll roads. China's State Council first increased the toll-free period over the Chinese New Year to 16...
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China Infrastructure REITs: Toll Road Baskets on H-Shares and A-Shares
The National Development and Reform Commission of the China Securities Regulatory Commission (CSRC) released a notice in April on establishing a...
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China Infrastructure REITs: First Look on H-Share Toll Road Sector
Chinese government's promotion of public infrastructure REITs should benefit many different infrastructure sectors. We first look at the H-share...
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Market Monitor: Friday 13th Pandemic
A month after we pointed out the risk emanating from the new strain of a Corona virus (COVID-19) to the global economic recovery, the market still...
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