China A-Share Strategy: What Are Mutual Funds Buying in 1Q? Tech and Pharma
Chinese fund managers have added more tech and pharma stocks than any other sectors in their portfolios in 1Q this year, according to the fund...
277 Views
Shanghai/Shenzhen Connect Ideas: $3 Bn Inflows, $168 Bn of Holdings (2019-09-20)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
351 Views
Last Week in Event SPACE: Naspers, First Pac, Toshiba, Nissan, Entertainment One, Huaneng Renew
Last Week in Event SPACE ... Naspers (NPN SJ) appears to have baked in most of the upside from the Prosus (PRX NA) spin-off. Near-term there...
453 Views
Shanghai/Shenzhen Connect Ideas: Wuliangye Vs Moutai (2019-08-23)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
443 Views
Global Equity Strategy: Another Test of Support
Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no...
387 Views