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China Largecap
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China Largecap
Research on China largecaps
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bearish
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Thematic (Sector/Industry)
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03 Jul 2024 21:07
SEBI’s New “True to Label” Circular: End of Zero Fee Era
SEBI's new directive on transparent charges could significantly affect Zerodha and Angel One's revenue, prompting market analysis on the rationale...
Nimish Maheshwari
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78 Views
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bullish
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Thematic (Sector/Industry)
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03 Jul 2024 20:10
Asia Credit - HK Weakens More, Indonesia, Taiwan Remain Strong, and Improving
Domestic credit growth HFD shows weakening figures in Hong Kong, far better figures and strong in Indonesia, and still strong, rising in Taiwan....
Daniel Tabbush
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48 Views
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bullish
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Cross Asset Strategy
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03 Jul 2024 13:34
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Syndicated
CX Daily: China’s Ultra-Long Bonds May Test PBOC’s Monetary Toolkit
Bonds / In Depth: China’s ultra-long bonds may test PBOC’s monetary toolkit After China’s Ministry of Finance kicked off this year’s 1 trillion...
Caixin Global
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64 Views
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bullish
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Shougang Fushan Resources
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03 Jul 2024 13:19
Fushan Energy (639 HK): Coking Coal Prices To Strengthen With Anglo Accident
We highlight Fushan Energy (639 HK) as a way to play the recent Anglo-American coking coal mine disaster. Fushan is a pure play on coking coal,...
Sameer Taneja
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122 Views
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bullish
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Macroeconomics
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03 Jul 2024 11:00
Preview to the 3rd Plenum of Chinese Communist Party
The 3rd plenum in China will address key points including unemployment and healthcare benefits, Hukou reform, inheritance tax, and housing market...
Alex Ng
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111 Views
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