HK/China Equity Long-Short

Osbert Tang, CFA

Osbert Tang is an equity analyst with over 20 years of experience with focuses on China transport, infrastructure, industrials and utilities sectors. He has been based in Shanghai since 2003, accumulated nearly 20 years of on-ground knowledge on the Chinese economy and financial markets, and has a wealth of contacts with China corporates and government entities. 

Osbert has received votes from top-tier institutional investors and has been a highly-ranked transport and infrastructure analyst in the Asiamoney, Institutional Investors and Greenwich surveys. In addition to his extensive experience with international investment banks including RBS, ABN AMRO (both served as Shanghai Chief Representative), Paribas Asia Equity, Maybank Kim Eng and DBS Securities, he has been a senior analyst with Moody’s Investors Service with focus on ratings of China infrastructure and related LGFV issuers. He has also worked in the area of strategic development at Sun Hung Kai Properties Limited. 

Osbert holds a BBA from the Chinese University of Hong Kong, an MBA from the University of Texas at Austin and a MSSc in Applied Psychology from the City University of Hong Kong. He was accredited with the CFA charter in 1997, and is a member of both British Psychological Society and Hong Kong Psychological Society.

Anta Sports (2020 HK): Assessing the Impact of a Potential Amer Sports IPO

China COVID Policy: Near-Term Pains for Consumer Discretionary

China's Export Outlook 2023: How Port, Shipping and Logistics Fare?

China Consumer Discretionary: Beneficiaries of The Nationalistic Trend

China Consumer Discretionary: Looking Forward to the Spending Season

China A-Share Consumer Staples: An Analysis of the Opportunities Ahead

Haier Smart Home (6690 HK): A Trusted Name that Delivers

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>China's twists in its COVID combating measures are positive to the economy as many quarantine requirements are relaxed and secondary contacts are not identified and traced.</li>
<li>The latest change should bring more spending confidence to the consumers, and this will benefit consumer discretionary companies in the retail and F&amp;B sectors. </li>
<li>Relaxed quarantine requirements are positive to the travel and hospitality companies. Chinese airlines and international air tickets have seen immediate demand surge after the announcement.  </li>
</ul>


China's twists in its COVID combating measures are positive to the economy as many quarantine requirements are relaxed and secondary contacts are not identified and traced.
The latest change should bring more spending confidence to the consumers, and this will benefit consumer discretionary companies in the retail and F&amp;B sectors. 
Relaxed quarantine requirements are positive to the travel and hospitality companies. Chinese airlines and international air tickets have seen immediate demand surge after the announcement.  


Bosideng International Holdings (3998 HK)

China's Latest COVID Policy: What Are the Plays?