Northbound Flows Monthly (October): Three Months of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for October and highlight flows for Moutai, CATL, Longi, Focus Media, Ping An Insurance.
China Construction Sector – Multiple drivers to achieve Valuation with China characteristics
China SOE construction names have outperformed the index YTD on the back of the “Valuation system with China characteristics” (中特估).
The Sinoma Way: OBOR in Iraq
At the end of last year, cement producer China National Building Material Co Ltd (3323 HK) acquired its sister company China National Materials...
Sinoma's Listed Subsidiaries a Bargain for CNBM
“One belt-one road,” supply-side structural reforms, and green development initiatives have become major growth drivers for Sinoma’s Shenzhen and...
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