China NPC: Implications of Government Working Report 2023
A 0.2pp higher budget deficit and a Rmb3.8trn special purpose bond quota suggested government spending will remain important economic driver. More...
288 Views
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...
491 Views
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...
310 Views
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...
272 Views
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.
294 Views