PICC P&C – Still Too Much Credit
*Weak 1H20 Results: PICC P&C (2328.HK) [PICC P&C] reported 1H20 earnings of CNY 13.2 bn, which was 6% below consensus and down 22% YOY....
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SH/SZ Connect Flow Weekly: What Did Foreign Investors Buy in A-Share Markets After Gold Week?
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
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SH/SZ Connect Flow Weekly: Active Flows for Vaccine Stocks
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
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China A-Share Strategy: What Are Mutual Funds Buying in 1Q? Tech and Pharma
Chinese fund managers have added more tech and pharma stocks than any other sectors in their portfolios in 1Q this year, according to the fund...
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Falling Fertility Adds to China's Population Woes
By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of...
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