China Auto: Autonomous Driving Is Officially on the Way
Smart Car Innovation and Development Strategy for China, posted by NDRC recently, targets to have mass production of Conditional Automation (CA)...
404 Views
Fuyao Glass (3606.HK): The Strong Will Be Stronger
We like Fuyao for its unique business model and potential to improve margins and market shares (both overseas and domestic). Overseas plants help...
434 Views
China Auto: What if Trade War Drags On ? Relative Winners and Losers
If the trade war between US and China prolongs, the negative impact on China's auto sector fundamentals would be deeper. JV brands would be hurt...
557 Views
Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
510 Views
EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
544 Views