INSIGHT PROVIDER
Top Quartile
Rikki Malik

Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation

53
Insights
18.6k
Views
40
Followers
Equities Cross Asset Strategy Thematic (Sector/Industry)
Refresh
16 May 2024 08:48

China Takes It up Another Notch-Property Proposals Change the Game

Unsold property proposals are BIG news for China markets. ​China is emulating the Fed's strategy of boosting market confidence with positive news...

Logo
139 Views
Share
14 May 2024 06:55

Update on Some of the HK Commodity Stocks We Follow

Revisiting some of the Hong Kong commodity stocks we have highlighted previously. ​Tanker rates remain high, copper demand grows amid speculation,...

Logo
211 Views
Share
12 May 2024 08:43

Overview #4 - Analysis of Chinese Travel Data Is on the Wrong Path.

Changing consumer preferences affecting Chinese May Day travel data, while consumers in the US and Japan are dealing with declining real incomes.

Logo
244 Views
Share
10 May 2024 10:49

Further Opportunities in the Hong Kong Market

As global and emerging market funds return to Hong Kong, some underperforming index names will attract flows. Seeing good technical action, volume...

Logo
1.3k Views
Share
09 May 2024 06:00

China Bluechemical Ltd (3983.HK) - Fertiliser Pricing on the Up

​Investors can capitalize on rising food and energy prices in this fertiliser stock poised for an upswing, with a low valuation and a strong...

Logo
236 Views
Share
x