Tag Archive: SHANGHAI-HONG KONG STOCK CONNECT

CHINA FOCUS : Waiting For The Star To Fall

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I conclude the A50 is the worst performer of all the Chinese indices because it is the most accessible to short sellers ! A50 is up 42.23% over 12 months. SHCOMP is up… Continue reading →

China Focus : Rule of Law or Rule of Smog ?

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Misty days as Beijing remains shrouded in smog and intrigue as pilots learn to land blindly. Good news is that the people will get a holiday during the APEC summit next month. http://www.reuters.com/article/2014/10/25/us-china-pollution-idUSKCN0IE02L20141025… Continue reading →

Zico Files : After the stand-off - The Hang Seng Buy list

Zico Files : After the stand-off – The Hang Seng Buy list

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Assuming that the stand-off between the various protest groups and the SAR government gets resolved and business returns to some normality in HK, I expect the Beijing government to be more business/investor “friendly”.… Continue reading →