269 Views
Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
356 Views
Great Wall Motor: Diversity Drives Growth
Key highlight of GWM's 1H20 interim result is the relative stability of gross margin due to a diversified product mix of SUVs and pick-ups. We...
249 Views
Nexteer (1316): AES to the Rescue
Having increased its global market share from fifth to second in 2018 thanks to the technological advantages, the company's share price has...
349 Views
China Auto: Recovery Interruption from Extreme Weather and Second Covid-19 Wave
China's auto sales number might be weaker than market expected, due to short term interruptions from extreme weather and second wave of Covid-19....
364 Views