EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
537 Views
Shanghai/Shenzhen Connect - $8.5 Bn of Inflow in January (Kweichow Moutai, Gree, Midea)
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
440 Views
Discover SZ/SH Connect: What Foreigners Are Buying in China (2018-12-06)
Starting from the Shanghai Connect implemented 2014, foreign investors, including both institutional investors and retail investors could access...
529 Views
Ctrip's Reports on 'Golden Week' Suggest Tepid Domestic Tourism & A Steep Decline in Trips to US
Last week Ctrip.Com International (Adr) (CTRP US) published two reports summarizing the data it collected on Chinese travel trends during the long...
438 Views
The (Pretty) Good, The Bad, & The Ugly: Q417 Results From China Lodging, Ctrip, & Tuniu
With apologies to Sergio Leone and the great Clint Eastwood...Last week, three US-listed Chinese tourism companies reported Q417 results and...
202 Views