Notes from the Silk Road: Xtep Int’l Holdings (1368 HK): Q1 Update Highlights the Struggle Ahead
Chinese sportswear is not a primary item in the consumer's discretionary spend, but it is still attractive once confidence in economic circumstance...
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ANTA Sports Products Ltd: A Sports Uniqlo?
Anta Sports Products (2020 HK) is a leading Chinese retailer of indoor & outdoor sports footwear, apparel, and accessories carrying brands such...
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Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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Anta (2020): Attractive with FILA as Growth Driver
The rally in the share price after the COVID-19 pullback is just far from over; investors should focus on the company's growth story that is...
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HK Connect Weekly: Chinese Were Buying China Feihe and Ping An Good Doctor
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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