Northbound Flows: Moutai, CSCC, Beijing Oriental Yuhong, Sungrow
We highlight weekly northbound inflows into Moutai, CSCC, Beijing Oriental Yuhong, Sungrow as well as outflows from Jiangsu Hengrui.
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Government Work Report Targets Economic Stability Driven by Fiscal Support
To combat these pressures and achieve this year’s growth target of 5.5%, the government intends to primarily frontload fiscal spending through...
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Which Sectors Should Benefit from the Launch of China REITs?
As most provinces have seen daily new infection cases of Covid-19 falling to zero in mainland China, therefore, will increasingly resume...
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Shanghai/Shenzhen Connect Flows: $2.6 Bn Inflows Last Week, All Time High Northbound Holding
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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Global Equity Strategy: Cautious Outlook Intact; Defensive Sectors Remain Leadership
Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Our outlook for global equities...
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