SH/SZ Connect Flow Weekly: Hualan Bio, Midea, Wuliangye, Yealink, ZTE, China Intl Travel
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
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Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
409 Views
SH/SZ Connect Flow Weekly: $4.3bn Inflows, Moutai, CATL, Midea
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
261 Views
Haier SH: Emerging Markets Refrigerator Growth Cushions Slowdown in China and Developed Markets
This is the FIRST of a series of reports on Haier Smart Homes (hereafter referred to as “Haier”), where we will be taking a closer look at the...
386 Views
Gree Electric: Proposed Share Buyback, a Near-Term Catalyst Despite Weakening Fundamentals
Gree Electric Appliance announced on Sunday (12th April 2020) that it would buy back shares worth RMB3-6bn (approximately US$425-851m) over the...
398 Views