HK Connect Ideas: Eleven Weeks of Inflows, Tencent/Nintendo Deal (2019-07-26)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
505 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
472 Views
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
5k Views
A Golden Asian Investment Post Trump Win - Zhaojin Mining Industry
Trump has done it. He overcame the deeply entrenched establishment and has become the next US President. With Trump as the next US President, one...
315 Views
Zhaojin Mining Industry - Bear Market Rally or Start of Long-Term, Sustainable Recovery? (Part II)
This is Part II of our initiation report on Zhaojin Mining Industry H (1818 HK). In this report, we highlight the investment negatives. But we also...
1.3k Views