Trade War/Tech War/Forex/Hong Kong/ Xinjiang

Trade War/Interest Rates/Hong Kong/Shenzhen Model

Trade War/Star/Lending Rates/Financial Opening/Space Rockets

STAR Board: A Shooting STAR or Here to Stay?

Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Thematic (Sector/Industry)

Hong kong & china / Thematic (Sector/Industry)

<p>Last week in Part I we discussed what the GBA Initiative is. The importance of the GBA Initiative cannot be overstated. It is critical to the success of China’s BRI, to China’s Industry 4.0 revolution and to China reducing its reliance on foreign (US) technology.  BRI and the GBA initiative are the cornerstones of China’s defence strategy against Mr Trump’s China Containment plan.  In this note we examine whether the GBA initiative is viable and what it means for investors.</p>

Last week in Part I we discussed what the GBA Initiative is. The importance of the GBA Initiative cannot be overstated. It is critical to the success of China’s BRI, to China’s Industry 4.0 revolution and to China reducing its reliance on foreign (US) technology.  BRI and the GBA initiative are the cornerstones of China’s defence strategy against Mr Trump’s China Containment plan.  In this note we examine whether the GBA initiative is viable and what it means for investors.

Greater Bay Area Initiative - Viablity & Investor Implications, Part II