China A-Shares: Powering to New Highs
China A-Shares allocations have hit new highs among EM investors. We see a clear rotation in to A-Shares, with all measures of ownership moving...
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2021 Year in Review - Forensic Accounting in Equity Research
As a forensic accountant doing equity research, I strive to publish differentiated insights that augment investment research. I look back at 2021's...
382 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
260 Views
Gree Electric Appliances - Common Interests in Uncommon Areas
This article discusses the lagged performance of Gree relative to peers and how this stems from corporate governance issues such as the Founder's...
391 Views
SH/SZ Connect Flows: Wuxi Apptec, Gree, China Tourism
We highlight inflows into WuXi AppTec Co Ltd (603259 CH), as well as outflows from Gree Electric Appliances (000651 CH) and China Tourism Group...
171 Views