Last Week in Event SPACE: Naspers, First Pac, Toshiba, Nissan, Entertainment One, Huaneng Renew
Last Week in Event SPACE ... Naspers (NPN SJ) appears to have baked in most of the upside from the Prosus (PRX NA) spin-off. Near-term there...
459 Views
Shanghai/Shenzhen Connect Ideas: Ping An & Wuxi Apptec (2019-07-05)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
510 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
Shanghai/Shenzhen Connect Ideas: USD 3.3 Bn Inflows, CMB, Tsingtao, Zhifei (2019-06-21)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
421 Views
EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
540 Views