Wheelock (20 HK) – The Retail Vs. Development Debate
Wheelock’s discount to NAV has narrowed to 20%, just shy of the 12-month low of 19%, and compares with a one-year average of 25.3%. The...
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New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
5.7k Views
Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
1k Views
Hong Kong's Growth Suggests More Weakness in China
Second-guessing the true rate of GDP growth in China has become a sort of art for many commentators. For a long time, there have been questions...
184 Views
A Greater China Bank with 99.8% Performing Loans?
Perhaps it is better to focus on what appears too good to be true and simply, unreasonable? This is what we see with Boc Hong Kong, where it...
227 Views