10 Implications of the Coronavirus on the Chinese Economy China Coronavirus Technology by Karl - February 13, 2020April 4, 20200 With parts translated from an article by 水木然 The 2019 novel coronavirus, known as COVID-19, has been in the headlines for a few weeks. The deadly virus originated from Wuhan, Hubei right before Chinese New Year (CNY), and has since spread over China and subsequently the world. As of February 21st,
Greater Good Utilitarian Principles in China and Investing Implications China Equities by Matt - January 10, 2020January 10, 20200 The Chinese economy will continue to march on at 6% GDP growth per year – so by that logic, should it match or outperform the S&P 500 every year which represents the U.S. with 2% GDP growth (or global GDP growth)? Likewise, will the average Chinese stock move up in
China Stocks Investing: New Cold War and Bond Defaults China Fixed Income by Matt - January 7, 2020January 7, 20200 In this post, we continue to discuss themes to understand before investing in Chinese stocks in the 2020s. Investing Amidst the U.S. China Cold War If the current trajectory continues (steady growth at 6% per year) while the Chinese economy continues to decouple from the U.S., there may end up being positive
Investing in China – Key Things to Note China by Matt - January 6, 2020January 6, 20200 Beginning of possibly a series on getting your feet wet in Chinese investing China, despite the well documented decline in GDP growth to 6%, is still the largest contributor to global growth. After all, 6% of $15 trillion US is like growing by more than one Australia every year. A couple of
Hong Kong Protests and Investing Fallout China Hong Kong by Matt - December 31, 2019December 31, 20190 Happy New Year. Hong Kong as a Financial Capital Due to the disproportionate coverage of the current social disruption in Hong Kong being the tip of the iceberg for cooling U.S.-China relations, investors are curious about what this means in terms of China as an investable market. As well, our readers are
Commercial Banking in Hong Kong China Commercial Banking Hong Kong by Karl - September 18, 2019September 18, 20190 Written by a Vice President of Commercial Banking in Hong Kong Commercial Banking Career Path in Hong Kong Despite what you may see in the news, commercial banking in Hong Kong is booming still. If you go on LinkedIn, eFinancialCareers or indeed.com, you will find too many jobs to fill, from entry
Leveraged Finance Debt Capital Markets in Asia China Debt Capital Markets Hong Kong Leveraged Finance by Karl - September 16, 2019September 16, 20190 Written by a bulge bracket investment banker in Asia Capital Markets in Asia Pacific Asia is the largest population center in the world and has the fastest growing economies. China and India need no introduction, but Southeast Asia (Vietnam, Indonesia, Malaysia, Thailand – and a little later Cambodia, Laos and Myanmar) also
Where is the S&P 500 and Where Will It Be in 6/12/18 Months – Part II China Markets by Matt - January 27, 2019January 27, 20190 Where is the Stock Market Going in 2019 and After Read Part I Here We expect the market to rise back to its peak around 3,000 because of how we interpret this chess game - Trump needs a deal to save face because of voter fatigue around the China issue. Midterm elections
Interview with Sales & Trading Associate in Hong Kong China Hong Kong Interview Series Sales & Trading by Karl - November 11, 2018November 14, 20180 What sales and trading capabilities do the Big 5 Canadian banks have in Asia? Generally, Canadian banks have very lean operations in Asia. The biggest player in Asia would be Scotiabank, with an onshore presence in many countries - Scotia is Canada's most international bank. Scotiabank has the widest range of capabilities;
Understanding China and the Investment Thesis China Investing by Matt - July 10, 2018July 10, 20180 We have been meaning to support our China bull case for a while but have been indolent. But here it is. China is a better investment vehicle than the US. Executive Summary Scale Government Efficiency Favorable Labor Force Diaspora We especially like China right now because asset prices have retreated in the face