Mainland Connect NORTHBOUND Flows (To 2 Aug 2024): Small Net Positive Week But...
A strange week. HUGE NORTHBOUND net buying on Wednesday but net selling every other day makes for a slight net buy on the week. Little stands out....
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China’s Lithium Mountain Grows as Oversupply Drags Down Prices Further
China’s lithium supply glut is worsening, with output expected to expand by 41% this year, fueling a steeper downward trend in prices for this...
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Northbound Flows (July): Two Months of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for July and highlight outflows for CATL, Zhongji, Moutai, Wuliangye, Mindray.
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[Blue Lotus New Energy Sector Update]: Rocky but Firm: China New Energy’s Venture Overseas
Chinese renewable energy firms are expanding overseas, with a focus on building capacities near US/Europe, leading to job losses at home and...
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Quiddity Leaderboard STAR 50 Sep 24: Two Changes; US$681mn One-Way; New Trade Ideas
Today is the last day of the reference period for the STAR 50 September 2024 index rebal event. The expectations discussed in this insight are...
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