State Companies’ Rush to Clean Energy Sparks Bubble Fears
China’s largest state-owned companies have poured hundreds of billions of yuan into wind and solar power projects, putting the country on course...
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SSE50 Index Rebalance Preview: Sector Shift as IT and Financials Drop
We forecast 5 changes in December as Energy, Industrials and Materials weights increase and IT and Financials drop. One-way turnover will be over...
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POTUS Executive Order: Potential Additions to the CMIC List
There could be more entities added to Biden's Executive Order if US-China relations continue to worsen. Defense & surveillance stocks, plus subs of...
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Trump's Executive Order on Chinese Military Companies
The White House announced an Executive Order prohibiting "US persons" from "providing capital" to a list of "China Military Cos" which has been...
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SDIC Wins SASAC Approval To Launch GDR Sale - Expect Strong Response
The name of SDIC Power Holdings (600886 CH), an SOE-owned SOE which constructs and operates electric power generation plants (hydropower, thermal,...
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