- Well-known value investor Li Lu recently disclosed a significant stake in a Chinese bank, and this suggests there could be investment opportunities in the Asian banking sector.
- The first Chinese REITs could be listed as early as 1Q 2021, and listed toll road companies are potential beneficiaries.
- A recent delisting offer for a cash-rich engineering company could be the one of the many privatizations of Hong Kong-listed Chinese SOEs that could happen in the near future.
For further details see:
Asian Event-Driven Weekly: Li Lu Discloses New Position In Chinese Bank