The current beta-weighted delta of my portfolio is currently minus 4. Want to balance it a bit. Thinking of a … More
Tag: China
DOYU: Long China Gaming?
Background DouYu International Holdings Limited (DOYU) operates a platform on PC and mobile apps that provides interactive games and entertainment … More
Short Term Trading Opportunity? : SIIC Environment (SGX)
Company Background SIIC Environment Holdings Ltd. (“SIIC Environment”, stock code: BHK.SG, 807.HK) is a top-tier integrated player in China’s water … More
Long China?
Directional Assumption Long China via FXI (iShares China Large-Cap ETF) The Narrative A better US-China relationship under Biden? Despite the … More
Options Trading: Bearish Call On FXI
Need to re-balance my portfolio which is currently has a beta-weighted delta of +2. Looking at some negative delta position … More
Renminbi & Bitcoin
I am NOT an expert in crypto currencies. I do NOT intend to be one. I do NOT invest / … More
China’s Currency War
When China moves to lower the value of the yuan, others in the developing world follow suit. China’s currency moves … More
SHCOMP overvalued?
In terms of price earnings ratio (“P/E”), the SHCOMP is trading at a differential premium of 144.2% against HSCEI. … More
