HK Connect Ideas: First Weekly Outflows in 19 Weeks, SMIC, Auto Sector (2019-09-20)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
365 Views
Shanghai/Shenzhen Connect Ideas: YTD High Inflows of $4b (2019-09-06)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
376 Views
Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
472 Views
Semen Indonesia (SMGR IJ) - Bedding Down with Lafarge Holcim - On the Ground in J-Town
A meeting with Semen Indonesia Persero Tbk (SMGR IJ) in Jakarta last week in its South Quarter Headquarters shed more light of the company's...
538 Views
Shanghai/Shenzhen Connect Ideas: Healthcare Inflows Offset by Financials (2019-06-28)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
477 Views