China A-Shares: Powering to New Highs
China A-Shares allocations have hit new highs among EM investors. We see a clear rotation in to A-Shares, with all measures of ownership moving...
338 Views
SH/SZ Connect Flows: Tesla Trade
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
288 Views
Key Drivers of Asia's Healthcare Sector
From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...
3.4k Views
CR Pharma: New Details, Final Thoughts
This Insight follows up on our three prior Insights on the company. Here we discuss our opinion of the offering; additional details from the PHIP;...
276 Views
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...
4.1k Views