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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Asia Short Sell Levels Met
Asia is meeting key resistance points across the board as outlined in our webinar on April 15 which pinpointed sell levels in Asia and also called...
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Surging TSF Buoys China in March, but Excess Capacity Exacerbated by Recession
Although real GDP contracted 6.8% YoY in 1Q, FAI grew slightly and imports and industrial output barely declined YoY in March after a massive RMB...
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China A-Share Strategy: Unexciting 1Q Earnings And Focus Shifted to Economy Reopen
China A-share companies will enter the busiest 1Q20 earning season in the next two weeks. The reported earnings so far, which accounts about 40% of...
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China A-Share Strategy: New Loan Top Record-High $1 Trillion in 1Q as Business Gradually Reopened
Chinese Central banks pumped record-high US$1 trillion into the economy in the first quarter this year, in an effort to stem the bleeding from the...
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