Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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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...
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SH/SZ Connect Flows: Hikvision, Mindray, Moutai, Hengrui
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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Shanghai/Shenzhen Connect Flows: $3bn Inflows Ahead of Phase 1 Trade Deal
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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Global Equity Strategy: Health Care Hitting On All Cylinders - Overweight
Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the...
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