Mainland Connect NORTHBOUND Flows (To 2 Aug 2024): Small Net Positive Week But...
A strange week. HUGE NORTHBOUND net buying on Wednesday but net selling every other day makes for a slight net buy on the week. Little stands out....
317 Views
China’s Lithium Mountain Grows as Oversupply Drags Down Prices Further
China’s lithium supply glut is worsening, with output expected to expand by 41% this year, fueling a steeper downward trend in prices for this...
338 Views
Northbound Flows (July): Two Months of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for July and highlight outflows for CATL, Zhongji, Moutai, Wuliangye, Mindray.
295 Views
[Blue Lotus New Energy Sector Update]: Rocky but Firm: China New Energy’s Venture Overseas
Chinese renewable energy firms are expanding overseas, with a focus on building capacities near US/Europe, leading to job losses at home and...
170 Views
Quiddity Leaderboard STAR 50 Sep 24: Two Changes; US$681mn One-Way; New Trade Ideas
Today is the last day of the reference period for the STAR 50 September 2024 index rebal event. The expectations discussed in this insight are...
424 Views