China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
541 Views
Pharmaron Beijing IPO: H-Share Valuation Enticing
Pharmaron Beijing Co Ltd-H (3759 HK) is a global contract research organisation (CRO) and is one of the top three drug discovery service providers...
577 Views
Global Equity Strategy: Another Test of Support
Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no...
389 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...
476 Views
Frontage Holdings IPO: Bull/Bear Case DCF Scenarios
Frontage Holdings (1521 HK) is a global contract research organisation (CRO) which is backed by Hangzhou Tigermed Consulting (300347 CH)....
634 Views