Shanghai/Shenzhen Northbound Connect: Weekly Moves (30 September 2022)
Overall, net inflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$1.1bn, split between Shanghai...
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China A-Share Deep Dive: Growth Slows, but EM Funds Remain Well Invested
China A-Share exposure has seen tremendous growth over the last decade, yet the rate of ownership growth has slowed this year. In this piece we...
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Haier Smart Home (6690 HK): A Trusted Name that Delivers
Healthy profit growth should sustain into 2H22 with upside from better margin as cost pressure subsides sequentially. Premium valuations are...
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Shanghai/Shenzhen Northbound Connect: Weekly Moves (22 August 2022)
Inside is a recap of movements in the last week relating to the HKEX-Northbound facilities. Overall, net inflow over the past week was ~US$1.2bn -...
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Northbound Flows Monthly (July): Financials, Industrials and Materials Led Outflows
Northbound investors sold $2.9bn stocks last month. We highlight flows for Shenzhen Mindray, Zhejiang Huayou, Tianqi Lithium, Yunnan Energy New...
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