China Construction Bank Archives

The Bank That Owns 21% of Morgan Stanley. Why We’re Buying MUFG

January 1, 2021

We like MUFG given its 21% stake in Morgan Stanley, a 5.5% dividend yield and the potential resumption of share buybacks.

Ant Group IPO – Is it a Buy?

October 28, 2020

We find Ant Group’s valuation modestly attractive, backed by decent growth potential across its various business verticals.

For the SAME COMPANY, China A-shares currently trade at a 48% premium to H-shares. How to Invest?

October 15, 2020

We see an opportunity for a convergence trade (buy H-shares, sell A-shares), with a view that a Democratic Sweep could be a short-term catalyst.

Best ETF to buy for China stock exposure (4Q 2020)

October 13, 2020

To invest in China stocks, is it better to track MSCI China, MSCI China A, CSI 300, FTSE A50 or HSCEI Index?

Why We Have Started Buying Singapore Banks (DBS, OCBC, UOB)

September 13, 2020

Valuations are currently near historical lows. We highlight potential catalysts to watch out for.

The Hang Seng Index rebalances on 7 Sept! Can you make money from the “Index Inclusion Effect”?

August 21, 2020

Alibaba, Xiaomi and Meituan Dianping will be added to the Hang Seng indices on 7 Sep. Historically, index inclusions appear to have an effect. Just not in the way you might expect!

Join our raids!

Keep on top of our latest posts through email notifications.

Some are very timely okay!