Hong Kong Stocks Priced For Liquidation
With investors chucking in the towel and the HSI touching a thirteen-year low, it's time for some old school perspective.
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CX Daily: Local and National Interests Clash in China’s New Green Power Market
In Depth: Local and national interests clash in China’s new green power market. China sees rebound in travel, leisure sectors as Covid-19 lockdowns...
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CX Daily: Balancing China’s Development With Need for Food Production
Cover Story: Balancing China’s development with need for food production. Beijing drops more Covid rules as outbreak declared ‘under control’
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Sinopec Engineering (2386 HK): Priced For Liquidation. Again
SEG is cheap, currently trading below net cash. With a median trailing P/E and P/B pre-Covid of 7.9x and 1.1x, I see at least 40% upside from here.
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EM Value Fund Positioning
With Value funds making gains on Growth funds this year, where are active Emerging Market Value managers positioned across countries, sectors,...
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