Shanghai/Shenzhen Connect Ideas: Duty-Free Shops, Yanghe, Wuliangye, Meinian (2019-07-12)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
582 Views
Shanghai/Shenzhen Connect Ideas: Ping An & Wuxi Apptec (2019-07-05)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
517 Views
China: The Shift to a More Autarkic Governance Regime Will Hurt the Economy and Investors
On a tactical level, both onshore and offshore listed Chinese equities are starting to appear somewhat oversold and would rally sharply if the US...
615 Views
Shanghai/Shenzhen Connect Snippet: Moutai Out, Foshan Haitian In (2019-05-31)
In our weekly Shanghai/Shenzhen Connect Snippet series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
631 Views
China A-Shares: The 3rd Wave
This report looks at A-Share positioning among GEM, Asia-Ex Japan and Global funds. It serves to highlight the continued growth in both the size...
613 Views