China Stimulus: These Are the Key Beneficiaries
Potential massive special purpose bond issuance by local governments in 2H22 (brought forward from 2023) will provide a much-needed boost to the...
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Business Transformation Is the Theme in 2022 and Some Interesting Companies to Watch
Business transformation will stay as an important theme for 2022 and we highlight Yankuang Energy, Anhui Conch Cement, China Energy Engineering and...
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Conch Venture (586 HK): Better Fortunes Going Forward
Good secured pipeline of waste incineration and solid and hazardous waste treatment capacity should underpin very solid outlook for the core...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Technically Speaking, Breakouts and Breakdowns: HONG KONG (AUGUST 9)
HK markets had lower volatility than other regional markets this week. China Ed and China Re had technical break outs while China Tel broke...
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