China Technology: Sentiment Change Forces Allocation Shift
Allocations in China Technology stocks have soared since late last year, breaking out of their decade long range of between 1.4-2% and powering on...
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China's Next Generation: Diversifying Away from Tencent and Alibaba.
China exposure is becoming more concentrated in a small number of large cap stocks. We identify the next generation of China stocks by analyzing...
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Trump's Executive Order on Chinese Military Companies
The White House announced an Executive Order prohibiting "US persons" from "providing capital" to a list of "China Military Cos" which has been...
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CHINA FLOW: Bubble, Bubble, Toil, & Trouble (Watching Turnover, Margin, and Excess)
Monday morning 6 July, the China Securities Journal carried an editorial which was widely reported to stoke bullish fervour. The FT said the...
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SH/SZ Connect Flow Weekly: Sany Heavy, HikVision, Haitian Flavoring, CATL
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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