China's New International Political Economy
The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and...
355 Views
Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
352 Views
Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two
This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal...
420 Views
A Dynamic Discount to NAV view on Shenzhen International
In this insight, we review Shenzhen International (SI) through the prism of Smartkarma's Dynamic Discount to NAV model. We see SI's Discount to NAV...
341 Views