Tigermed IPO Initiation: Trade-Offs
Hangzhou Tigermed Consulting (300347 CH) is a global contract research organisation (CRO). Tigermed is the largest clinical CRO in China with a...
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Tigermed (泰格医疗) A+H Listing: Hot Deal of the Best China Clinical-CRO Play
Hangzhou Tigermed is a leading China-based CRO company seeking a USD 1 bn H-share listing in Hong Kong. The company was listed on the A-share...
472 Views
EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
305 Views
Long Pharmaron/Short Wuxi: Take Profit Now, A-Share Pullback the Key Risk
Pharmaron, the second-largest contract research organization (CRO) in China, was listed in Hong Kong on November 28th. The deal was anchored by a...
435 Views
China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
538 Views