Prefer Jiangsu Yanghe Vs Moutai, A Slow Brew Play With Low Expectations Distilled
Jiangsu Yanghe Brewery A (002304 CH) , founded in 2002, manufactures and markets baijiu (a distilled Chinese liquor) under the Yanghe, Shuanggou,...
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Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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Shanghai/Shenzhen Connect Ideas: Ping An Results/Buybacks, Tsingtao A/H (2019-08-16)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
454 Views
Smartkarma’s Week That Was in China, Japan, & Korea: Dangerous Conflict Between Abe & Moon
In the past two weeks, the biggest news impacting China/Hong Kong, Japan, and Korea was the announcement by the Abe administration that Japan will...
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Shanghai/Shenzhen Connect Ideas: Duty-Free Shops, Yanghe, Wuliangye, Meinian (2019-07-12)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
582 Views