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Press Coverage

Macro: A Return to 1970s Stagflation? Nuances Suggest Not So Fast and more – ChinaPulse.com

By | Press Coverage

Excerpt: Macro: A Return to 1970s Stagflation? Nuances Suggest Not So Fast and more Source: smartkarma.com

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News Links page

By | Press Coverage

Excerpt: … it blindly expanded and diversified.” […] “This is the strongest signal yet that authorities won’t come to the rescue of creditors of Evergrande and other developers,” said Travis Lundy, a special situations analyst who publishes on Smartkarma.

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Hong Kong Muscles In on Singapore’s China Stock Futures Monopoly

By | Press Coverage

Excerpt: The MSCI index has a “big drawback” of higher index turnover, which could result in higher trading costs, said Brian Freitas, an analyst who provides research via the Smartkarma platform, in a note on Thursday.

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China Breaks Silence on Evergrande, Says Risks Controllable

By | Press Coverage

Excerpt: … policies regarding the property sector.“This is the strongest signal yet that authorities won’t come to the rescue of creditors of Evergrande and other developers,” said Travis Lundy, a special situations analyst who publishes on Smartkarma.

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Equity Bottom-Up: Thai Beverage, FWD Group Holdings, Aeon Co Ltd, Weibo Corp, Pacific Basin Shipping, Pan Pacific Intern

By | Press Coverage

Excerpt: Equity Bottom-Up: Thai Beverage, FWD Group Holdings, Aeon Co Ltd, Weibo Corp, Pacific Basin Shipping, Pan Pacific International Holdings, China East Education , KE Holdings Inc, China Merchants Bank H, PLx Pharma and more Source: smartkarma.com

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Financials: FWD Group Holdings, USD, JPMorgan Chase & Co, China Merchants Bank H, Ichigo Inc, Bitcoin, RUB, Bombay Stock

By | Press Coverage

Excerpt: Financials: FWD Group Holdings, USD, JPMorgan Chase & Co, China Merchants Bank H, Ichigo Inc, Bitcoin, RUB, Bombay Stock Exchange and more Source: smartkarma.com

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Shein exemplifies a new style of Chinese multinational

By | Press Coverage

Excerpt: And with a typical price tag of between $8 and $30, Shein’s rags cost roughly as much as those of Primark, a resolutely offline British retailer, and 30-50% less than similar ones from Zara orH & M, reckons Douglas Kim of Smartkarma, a research …

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China: Dragon Crown Group, Wynn Macau Ltd, Linmon Media, Chinese Estates Holdings and more – ChinaPulse.com

By | Press Coverage

Excerpt: China: Dragon Crown Group, Wynn Macau Ltd, Linmon Media, Chinese Estates Holdings and more Source: smartkarma.com

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Interesting read on SPARS pandemic vs Covid-19 pandemic.

By | Press Coverage

Excerpt: https://www.smartkarma.com/insights/the-spars-pandemic-scenario-vs-covid-19

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Fallout from Evergrande crisis will reach far beyond China

By | Press Coverage

Excerpt: Further, PAB believes that policymakers in Beijing are likely to maintain stable growth within the property sector and coordinate the completion of housing projects – and this “should contain” any spillover effect;Smartkarma, the Independent …

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