Shanghai/Shenzhen Connect Ideas: USD 3.3 Bn Inflows, CMB, Tsingtao, Zhifei (2019-06-21)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
423 Views
HK Connect Ideas: Six Weeks of Inflows, BEW, Solars (2019-06-21)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
346 Views
HK Connect Ideas: Five Weeks of Inflows, Dalian Port Outflows (2019-06-14)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
572 Views
Bank of China – An SOE Bank that Is Not Immune
Rural banks come to mind. Medium-sized banks as well. But it is not one of the large four SOE banks that we to feel will have some of the highest...
582 Views
HK Connect Snippet: Auto Manufacturers, Kingsoft (2019-05-31)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
618 Views